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:CIBC Class Action
A class action has been granted in British Columbia against CIBC Mortgage Inc. and their penalty clause provisions of their residential mortgages.
Evelyn Jacks: Ontario Budget: Tax Planning is Critical for High Earners
Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures.
Estate Planning: Wills Variation – Is It Right to Change a Will?
You live your entire life working and accumulating wealth, and are able to do whatever you like with it during your lifetime – spend, invest it, grow it, preserve it or give it away.
FIRPTA and Capital Gains on the Sale of U.S. Real Estate
More and more Canadians are purchasing U.S. real estate for personal and/or rental use so this is a very important topic to understand before the purchase is made.
What is the Maximum Claim for the Disability Amount?
The maximum federal claim for 2014 is $7,766 per adult dependant.
Tax Expert Cheryl Norton Strategizes With the $800,000 Capital Gains Deduction at DAC
Cheryl Norton brings her expertise on tax-efficient business exits to the 2014 Distinguished Advisor Conference as part of Tax Planning for the BIG Exit: Thinking Big With the $800,000 Capital Gains Deduction.
