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:Income After Death
What happens with income earned after death? Most payments received by the deceased after death will have to be returned.
How much of my training costs can I claim as a business deduction?
Training costs will not be deductible if they are considered to be “capital” in nature—that is, if they result in a lasting benefit to the taxpayer.
Review Disability Tax Credit Forms with Doctors
The Disability Tax Credit is lucrative—be sure to take the time to review the Disability Tax Credit Certificate (Form T2201) with your doctor.
Build a Long-Term and Intergenerational Connection to Your Client and Their Family
Know the pros and cons of all possible solutions for wealth and succession and estate planning in order to discuss options with your clients. Enrol in Use of Trusts in Tax and Estate Planning by October 30 and save $200 on tuition fees.
Bootcamp Trio: Blended Learning Options Provide Enhanced Educational Experience
Take advantage of our bootcamps' new three-part blended learning activities and earn up to 30 CE/CPD credits towards your MFA or DFA-Specialist designation. Spots are still available for November's Corporate Tax Bootcamp – final registration deadline is October 30.
Empower Your Presence–Build Your Personal Brand
Today, more than ever, both first and lasting impressions count. Learn to make your ABCs—Appearance, Behaviour, Communication—align with your Personal Brand. This new release from Catherine Bell will be available at the end of October. Pre-order your copy today!
