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 the “do-it-yourselfers” in your circle leaving money on the table because they don’t know their tax filing rights? This easy-to-read guide will give them the details behind the lines as they electronically prepare and file their individual or family 2013 tax returns. Available December 15, the best-selling Jacks on Tax: 2014 Edition will make a great gift!

Accurately prepare T2 corporate returns for your small business clients, ensuring tax is minimized and planning opportunities are identified on a timely basis. Enrol in the new course, T2 Corporate Tax Preparation for Micro Businesses, by December 18 and save $200 on tax deductible tuition fees.

Get the answers to your clients' tax questions easily and quickly with EverGreen Explanatory Notes – your ever-current research library, updated with the latest information and changes weekly! Take a test drive with a free demo today.

The end of November marked the end of Financial Literacy month and with it our poll that asked: Putting focus on spending less than you earn is more important than earning more than you spend. Do you agree?

December is the month to supply employees with their 2014 TD1 Tax Credit returns, which determine how much tax will be withheld from periodic pay cheques throughout 2014. 

The Bank of Canada (the Bank) has warned Canadians that an unsolicited email scam has falsely claiming to originate from the Bank has been circulating.