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?

Aging small and medium-sized business owners are ill prepared to transition their businesses and that oversight, says CIBC economist Benjamin Tal, could be costly — for business owners and for the economy.

Christmas has just gotten a lot easier in Canada, thanks to the Santas in the federal government.

If a company receives a “break fee” in a failed takeover attempt, that fee is income for tax purposes, not a capital gain or a non-taxable “windfall.”

If you are hiring, it is important that you hire the “right” person for the job and “competency models” can help you do that.

If you qualify for a rebate or refund under Ontario’s Retail Sales Tax (RST) the deadline for applications is fast approaching.

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