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:

Glen is single, age 55.  He lives alone in a rental apartment in Hamilton, Ontario.  His current salary is $55,000.  His rent is $1,000/month.

Now that the date of the Federal Budget has been announced, Tuesday April 21, and the Minister has met with learned private-sector economists, who confirmed the March private-sector forecasts will do in interpreting plans for the near future, there is much speculation on what the budget will announce and for whom

According to Finance Canada, more than 1.2 million net new jobs have been created in Canada since the depths of the recession—one of the strongest job creation records in the G-7. 

As a financial professional, you may be called upon from time to time to act as an expert witness in a legal case.

Knowledge Bureau is pleased to announce the publication of a new edition of its certificate course  Advising Family Business, with substantive additions and commentary by Jenifer Bartman, CA, CMC. 

Claiming medical expenses can itself be painful: There are so many receipts and tiny numbers involved with making the claim!