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:

Are you wealthy? What’s your definition? One way to think about it is to consider: what does it take to achieve peace of mind – to be free of financial worry? Would you be truly wealthy then?

Joan McIvor earned her MFA-Retirement Income Specialist designation with honours in 2012 and has used the knowledge gained from the MFA program to enhance her business. We are pleased to have Joan as one of our distinguished grads.

T2 filers must complete Schedule 88, effective with year-ends beginning 2013. This form is more detailed that the new “Internet Business Activities” added to schedule T2125 of the T1 return however, in both cases the information is to be filed with the tax return.

If you participate in an abusive charitable donations tax shelter, you’re opening yourself up to a sure audit.

Catherine Bell, author of Empower Your Presence, recently spoke at the Ad & Sales Club in Brockville, ON about the importance of the ABCs of professionalism. What are the ABCs?

At tax time your clients are counting on you to prepare an accurate tax return that will provide them with the maximum benefit. Learn how to dig deeper on a line-by-line basis with T1 Professional Tax Preparation – Advanced.