Canadian Dental Care Plan Renewal Deadline Approaches

Know Your Client!   It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients.   It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event:   a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify?  Did they file their tax return on time to get it?  Do you know the deadlines for doing so?  Do you know when coverage ends if your client now longer qualifies?

Gain a solid understanding of the fundamentals of succession planning and become a valuable resource to your clients in assisting them with their business succession planning needs.

EverGreen is your in-office research department. Get ready to be more efficient this tax season with the most current information you need just a few clicks away. View the free demo today!

Help us celebrate 10 years of cutting edge professional development and seize the opportunity: be there to think strategically with top advisors at the DAC in Ojai, California, November 10-13, 2013.

Canada's economic growth expected to pick up and accelerate into 2015.

CRA cracking down on questionable charity activities and schemes.

Knowing your residency status and tax filing obligations can save you from expensive penalties.