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:Reporting Foreign Pensions
Self-reported pension sources can include amounts received from foreign pension sources. Depending on the terms of the tax treaty between Canada and the country in question, some or all of that income may be deductible.
Maximizing Your Child’s RESP and CESG
I have a 13 year old son for whom I just opened an RESP in 2013. How much would I have to annually contribute to the RESP in order to catch up and maximize on the savings grant that the government contributes before my son turns 18?
The Tax Facts Guide that Will Help You Get the Biggest Tax Refund
Maximize your tax refund by ensuring you have claimed every credit possible. Check out this week’s Jacks on Tax Tip: Line 128 Support Payments...
Producing an Accurate Payroll is More than Just Numbers
Ensure your payroll is more than just accurate – make sure it is compliant. Knowledge Bureau’s Advanced Payroll course will qualify you as a certified payroll clerk – enabling you to complete a payroll of advanced level of complexity and help you fully understand the consequences of non-compliance.
Make the Right Choice in Building Wealth for Retirement
Investing on a pre-tax, tax deferred basis is powerful. See at a glance how your savings will accumulate over time with the Registered vs Non-Registered Savings Calculator.
DAC 2014: First Glance at Program Highlights
Join us November 9-12 in beautiful Horseshoe Bay, Texas for our 11th annual Distinguished Advisor Conference. It will undoubtedly have you thinking BIG for the future. Receive best rates on pre-registration when you reserve your spot by February 15.
