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:

In 2004, an Albertan insurance company, La Souveraine, duly registered with the Autorité des marchés financiers (AMF), issued a master policy on recreational vehicles at dealerships all over Canada, including 56 located in Quebec. La Souveraine then retained the services of a Winnipeg based broker that was not registered with the AMF.

Can you please walk me through how I would calculate the adjusted cost base and capital gain in the following scenario...

A new type of private pension plan is available in federal workplaces this year and some workplaces in the Yukon, Nunavut, and Northwest Territories: the Pooled Retirement Pension Plan (PRPP).

Employees may be presented with an opportunity to purchase shares in the employer’s corporation at some future date, but at a price set at the time the option was granted. This is known as the exercise price.

Knowledge Bureau has 14 online tax calculators that can help you and your clients with last minute tax and retirement planning for 2013. Get the answers needed to make sound year-end financial decisions. Try them today risk-free!

Build your tax acumen and ability to produce accurate tax returns for your clients this tax season. Enrol you and your team today for Personal Tax Bootcamp and ensure your entire staff is in tip-top shape. Last chance to register is January 6!