Mark Your Calendar: Critical Deadlines for May and June

Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:

Executors who face the problem of how to pay the taxes on the estate where the capital is tied up in capital assets have a way to solve the problem – if they can find it.

Payroll deduction tables have been adjusted as of July 1 for BC, NB, NL and YK as a result of changes announced in the 2015 provincial and territorial budgets.

There’s a Yin and a Yang to Canadian economic news these days.

There is always someone who believes they’re smarter than everyone else and that the law doesn’t apply to them. The problem is that (aside from the fact in this case that tax evasion is illegal) there is always going to be someone smarter.

Father’s Day is coming up. It’s a perfect time to reflect, cherish and remember the financial wisdom your father instilled in you and how it shaped your life.

How important are a tax and financial advisor’s “soft skills?”  Having deeper conversations about many life components, other than finance, can be an important first step in improving your clients’ lives.