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:DAC: Only 5 More Days to Catch the Early Bird
Ensure you register by June 30 to save $550 on registration fees. Don’t miss the opportunity of an incomparable educational experience November 9-12 in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.
Housing Risk Tops Bank of Canada Concerns
In the semi-annual Financial System Review (FSR), the Bank of Canada recently released an enhanced framework for gauging the risks to financial stability.
Third Quarter Interest Rates and PLOI
On June 12, 2014 CRA announced the prescribed interest rates for the 3rd quarter of 2014 (July to September) will remain unchanged from the 2nd quarter.
The Folly of Feeble Tax Appeals
A recent decision of the Tax Court of Canada serves as a caution to taxpayers who appeal their reassessments on feeble or fabricated grounds: parties who do so may face costly consequences.
Evelyn Jacks: Illness is Expensive; Tax Savings Can Help
One of the most common yet most missed provisions on the personal tax return is medical expenses, and in an aging demographic, they are more prevalent.
Relationship Breakdown: Claiming Non-Refundable Tax Credits
After a relationship breakdown, there are some general rules on who claims in sole or joint custody cases.
