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:Tax Efficient Transition Planning with RRIF Withdrawals
What should you do with your RRIF withdrawals once you’ve generated the tax with the funds?
May 15 UCCB Deadline: Are You Telling Your Clients About It?
Have you alerted your clients about the changes in the eligibility for the increased UCCB benefits?
The New RRIF Rules and Pension Income Splitting
Recent changes to RRIF withdrawal rules are in the spotlight since the April 21, 2015 federal budget. Will they affect pension income splitting, and if so, how?
Small Business Catches a Tax Break!
Small businesses employ half of all Canadian workers in the private sector; making sure these employers can continue to provide jobs is critical.
Top 10 Reasons the TFSA Rocks!
Despite political controversy, the TFSA has gained broad-based acceptance by 40% or 11 million average Canadians.
Just How Long Do You Have To Keep Those Tax Receipts?
Glad to have another tax season behind you? Don’t be so quick to throw out your tax files!
