The CRA TSlip Saga: An Update
This tax season has been particularly challenging for both taxpayers and tax professionals. The Canada Revenue Agency (CRA) provides tax information slips—such as T3, T4, T5, and their variations—through secure online portals: My Account and Represent a Client (RAC). This year, there were lots of problems with these portals, and now, it appears, CRA is not being quite transparent about when the slips were actually visible to clients and that doesn’t seem fair. Here’s an update on where we stand now.Grow Wealth Using Eight Important Steps
Allowing too much erosion up front (before investing and along the way reduces the opportunity to accumulate, grow, preserve, and transition wealth and cripples the power of compounding.
DAC 2013: Dr. Jack Mintz – Uncertainty, Taxes & Inflation:The Potential for Significant Reforms
If uncertainty is king in 2013, how do tax and financial advisors collaborate to help clients understand the effect of today’s investment decisions?
2013/2014 Distinguished Advisor Workshops
Shape up in tax bootcamp! Reserve by June 30 to beat tuition increases.
Get Into “The Habit” and Save Your Financial Life
Are you stuck in debt? Embarrassed to be broke all the time? Find it difficult to save? If you are, you need to read The One Financial Habit that Could Change Your Life. Buy 3, Get 1 Free.
Elements of Real Wealth Management
“I was looking to learn and build upon my skills to assist my family in our current and complex situation. This course has provided me with clarity and focus towards reaching our goals.” – Kareen R., ON, May 2013
Wish You Had a Tax Research Department?
Get the answers you need with just a few clicks – definitions, tax facts, examples, tips and traps, plus interview checklists and questions to ask your clients – with EverGreen Explanatory Notes.
