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: Business Owners Face CRA Scrutiny
CRA is acting to shore up compliance for small business owners – both tax practitioners and their clients will be engaged in a “Get it Right the First Time” initiative which includes office visits by CRA.
Understanding Trusts
Over the summer, Knowledge Bureau will be taking an in depth look at the use of trusts in family wealth planning. An introduction to the topic begins the series.
Non-Residents Owning U.S. Real Estate
What exactly do Canadians need to know about owning U.S. real estate?
Charity Scheme Attract New Penalties
For the 2013 and future tax years, CRA will be allowed to collect up to 50% of the taxes they think are owing as a result of your participation in the scheme, even if you decide to file a Notice of Objection.
Practice Management Expert George Hartman Talks Succession Planning at DAC
George Hartman brings his expertise on advisor business succession planning and exit strategies to the 2014 Distinguished Advisor Conference as part of Business Valuation: Succession Plans vs. Exit Strategies.
This Summer Sharpen Your Financial How-To Knowledge
Grab a book or two (or more!) this summer and expand your financial acumen. We have some great recommendations that will be satisfying reads whether you're on a road trip, at the lake, or stay-cationing at home.
