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:Evelyn Jacks: Scary – Financial Literacy at CRA
It’s Halloween week and Financial Literacy Month is just around the corner, right after the ghosts and goblins visit. Just in time too, because it turns out it’s not just your imagination: communications from CRA are somewhat ghoulish.
Strategic Thinking: Learn Succession Planning, Then Take Your Clients to Attorney School
Is succession planning an emerging issue for you and your clients? Are heirs properly prepared to become responsible and confident Powers of Attorney and Executors?
Business Transition Audits at DAW November
Tax and financial advisors won’t want to miss the Distinguished Advisor Workshops November 3-6 in Winnipeg, Toronto, Calgary and Vancouver respectively, when year end planning and business owner-manager transition is discussed in depth.
Financial Literacy Leader Releases Seniors Strategy in Winnipeg
Four main goals in enhancing financial literacy for seniors were announced on a beautiful fall day in Winnipeg last week by Minister of State Kevin Soreinson and Financial Literacy leader, Jane Rooney.
Tax Court Criticizes CRA Forms in Recent Decision
In Gibson v. The Queen 2014 TCC 236, appellant Joan Gibson was forced to go through lengthy litigation, despite her severe fatigue syndrome to fight the tax man, but she prevailed.
CRA Releases 2014 T4 Slip
The 2014 T4 slip is now available and contains a couple of changes of note.
