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:Improve Your Life and Your Finances
Today, the words “Wealth Management” are real to more and more boomer families, and a holistic approach to managing investments, retirement, succession and tax affairs is in vogue.
CRA In-Person Visits to Businesses Expand
Approximately 98% of Canadian business are considered to be “small to medium” sized, and CRA is hoping that personal visits with these enterprises can help to cut red tape, errors, and omissions for an overall smoother, penalty-free relationship with the tax man.
Evelyn Jacks Reports: Be a Hero – Be a Tax Pro
If you have ever wanted to be a hero, consider the gratitude that comes from helping business owners understand how to steer clear of trouble on a tax audit or making sure seniors don’t overpay their September 15 or December 15 quarterly tax instalment.
Who’s the Wealthiest in Canada?
A new report entitled Haves and Have-Nots, was released by the Broadbent Institute from customized reports prepared for it by Statistics Canada from the Survey of Financial Security.
Registration of Tax Preparer Program Responses: More Study Required
Resolution to seven key issues are required to make the RTPP (Registration of Tax Preparer Program) a success.
Test Your Knowledge: Top Ten Retirement Questions
What’s a qualified tax efficient retirement income planner worth? A lot, it turns out, especially to clients who want to more effectively build net worth for retirement, but also to those who are frustrated with high taxes on their pension income and the lack of freedom that comes with eroded purchasing power on their savings.
