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:

Kathy Lloyd earned her MFA-Succession and Estate Planning designation with Knowledge Bureau in 2012 with honours. We are pleased to have Kathy as one of our distinguished grads.

Self-employed persons are ineligible for regular EI benefits due to lay-offs or business slow-downs. But they can now elect to receive EI benefits for the following benefits...

I am thinking of selling a website I have built. Would that be categorized as a capital gain or business income?

Not for our poll respondents, apparently.

Do you invest in U.S. securities? Are you a snowbird who escapes to your southern U.S. residence? Are you married to a U.S. citizen? Learn the tax facts regarding your U.S. financial associations with Canadians and the IRS, available now for pre-order.

Take six months to complete each course – only $99 a month – or fast track your studies with our new Blended Learning options.