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:DAC 2015 is Heading to Puerto Vallarta, Mexico
The Westin Resort and Spa has been announced as the venue for Distinguished Advisors Conference (DAC) 2015!
Getting Tax Season Right: Plan to Start Early
Tax preparation season is about to begin and getting it right means a lot more than filing an accurate tax return.
Knowledge Bureau Publications Recommended
David Russell, MBA,CFP, CIM, FCSI posted the following to the LinkedIn page of Evelyn Jacks, founder and president of Knowledge Bureau.
Improve your Preservation Practices
Barb Reimer from Calgary, Alberta recently completed Elements of Real Wealth Management and she believes the course will improve her preservation practices.
The Power of the TFSA
As the calendar year changed on January 1, so did the Tax Free Savings Account (TFSA) contribution room available to all adult residents of Canada.
It’s Cheaper to Drive in Alberta!
CRA recently published the prescribed allowable mileage rates for simplified travel deductions and determined that it was cheaper to drive in Alberta in 2014 than the previous year.
