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:Over 69% Say Yes – Raise the $3000 Instalment Payment Threshold
Should the threshold for making quarterly tax instalments be raised above $3000? Why or why not?
Evelyn Jacks: How to Postpone Your OAS
As of July 2013, OAS recipients can elect to defer taking their OAS pension for up to five years. This would provide for a larger pension then.
Retirement Income Projections Spur Thought
By all accounts, the newest Distinguished Advisor Workshop, “Retirement and Estate Planning”, recently completed in Winnipeg, Calgary, Vancouver and Toronto was a resounding success. “Who knew there was more to retirement planning than just saving money” stated one participant.
The Family Business in Canada: Planning for Succession and Crisis
Family conflict, divorce, illness, premature death of key family members in the business. All these issues represent potential threats to precious family relationships and the business itself.
5 Reasons to Find the Sweet Spots at DAC
Don't miss the opportunity to experience education differently at DAC 2014. Be sure to register by September 30 – you won't regret investing in yourslef and your practice! Here are 5 BIG reasons to find the sweet spots at DAC 2014....
Tax Preparation - A Dream Career (Really!) You Probably Should Consider
Are you happy in your work-life balance? If not, consider the key to your unhappiness: is it your schedule; the relationships you have daily with your co-workers; the commute; or is it the glaring waste of your talents and skills?
