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:

Capital losses are important. They can offset capital gains of the year, the prior three years or any future year.

Know More. Make More: Tax and Bookkeeping practitioners, expand your services to business owners and increase your revenues. Enrol in the prestigious MFA™-Business Services Specialist Designation by June 15 and attend DAW as our guest.

Consumers need—more than ever—a proven path to follow. Managing the Bull clears away the speed bumps to help financial advisors from all professions develop a deeper and more meaningful relationship with their clients. Give it as a gift – it will help make your clients better consumers of the advice and service you provide.

Expand your career by honing your bookkeeping skills and understand the development of a complete set of books for a variety of business types. Enrol in Advanced Bookkeeping for Multiple Businesses – an excellent training solution for your staff.

Reserve your spot now for the September Retirement and Estate Planning Bootcamp. This must-attend event will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation.

Currently the Income Tax Act (the Act) ensures disclosure of taxpayer information by Canada Revenue Agency (CRA) officials is specifically prohibited unless in relation to a criminal investigation or in emergency circumstances.