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:Trust Funds Belongs to Bankrupts’ Creditors
The Supreme Court of British Columbia recently ruled that a bankrupt’s contingent entitlement to trust funds was property that vested with the trustee in bankruptcy as part of the bankrupts' estate.
It’s the male seahorses that have the babies….
Find out about this and more at the 2015 Distinguished Advisor Conference (DAC).
June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates
Substantial tax reform has recently changed the rules for post-death planning for high net worth families.
Knowledge Bureau Designate Highlight: Collette Maurice
New Liskeard, Ontario’s Collette Maurice recently completed the T1 Professional Tax Preparation – Basic course to obtain a better understanding on completing basic tax returns.
TFSA – (Perhaps Not) A Ticking Time Bomb? - Part 1
Controversy has erupted in the news this week over the potential lost government revenues 50 years from now, due to the prospect of doubling of Tax Free Savings Account (TFSA) limits in the future.
Scorned Wife Wins Over Girlfriend
Never under-estimate the blinding power of new love or the obligations to a scorned ex-wife. . .even after death.
