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:Budget 2015 - Detailed Personal Tax Roundup
Self-sufficiency in self-funding future retirements is clearly an issue and the big news coming out of this budget is the opportunity to do so.
Budget 2015: What’s in it For You
How did the Pre-Election Budget help you?
We've included several scenario's in this report to help you consider whether you were a winner.
Scenario 1: Young Couple No Children
Michael and Jessica are a young couple living in their condo in Vancouver. How will the budget affect them?
Scenario 2: A Young Family
Matthew and Ashley live in Winnipeg. They have two children, ages 3 and 5. They own their own home.
Scenario 3: Retired Couple with RRIFs
Brian and Patricia retired a few years ago. Brian is 74 and Patricia is 72. The couple live in Halifax, NS and have RRIF balances of $300,000 and $400,000 respectively.
Scenario 4: Seniors Without TFSAs
Robert and Jackie are contemplating retirement. Robert is 65, earns $55,000 from employment and also receives a $24,000 pension.
