August 2025 Poll
A public consultation on whether the CDIC’s deposit insurance limit should be raised to $150,000 per deposit category is underway. Do you agree?What is the Timeline for Claiming Charitable Donations?
Gifts made by you or your spouse in the current year or in any of the immediately preceding five years can be claimed on this year’s return so long as those donations have not already been claimed.
Tax & RRSP Season 2014
You are going to be busy. Now is the time to update your skills and train your staff before tax season begins. Start earning valuable CE/CPD credits today!
Bootcamps: Year-End Planning, Corporate Tax, and TaxCycle Software
Especially for tax practitioners and wealth advisors, you are invited to a unique professional development opportunity.
Experience Your “True Wealth” Potential
Use your Personal Brand to build an Empowered Presence that can generate more relationships, more influence, more money. This new release from Catherine Bell will be available at the end of October. Pre-order your copy today!
Maximize the Impact of Charitable Donations
Ensure your clients’ gifts complement their overall wealth management strategy in a tax-effective manner. Enrol in Investment Strategies in Charitable Giving by October 23 and save $200.
Need Fast Answers to Your Clients’ Tax Questions?
Get the information 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.
