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?

A recently released judgment from the Tax Court of Canada testifies to the importance of good record-keeping and exemplifies a clever method that the Canada Revenue Agency (CRA) invokes when investigating taxpayers who hide behind inadequate records.

If you turn 65 before July 1, 2013, can you still opt to delay receipt of Old-Age Security (OAS)?

Everyone in Canada qualifies for the Basic Personal Amount (BPA). 

This week: 10 neat things about artichokes

Congratulations to Kareen Rekowski, who was recognized by the Champlain Community Care Access Centre in November 2012.

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