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?

At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of the business. This course will help you guide your client in making decisions regarding the financial and business issues that arise during these transitions.

Get a quick answer to how much tax saving are available by making an RRSP contribution and determine the costs of a proposed RRSP loan and compare the loan costs to the earnings within the RRSP during the loan repayment period. Read more to see the calcualtor in use.

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

Readers of Knowledge Bureau Report are heading into 2013 confident in Canada’s financial prospects.

In 2011, the average Canadian spent $73,457 — 75% or $55,151 of which was spent on goods and services such as shelter, food and transportation.

The Canada Revenue Agency (CRA) is making it easier for corporate taxpayers to determine if they qualify for the Scientific Research and Experimental Development (SR&ED) tax incentive program.