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:Understand the Magnitude of Presence
Empower yourself without overpowering others by developing an authentic Personal Brand with your dynamic holistic image—both internal and external. This new release from Catherine Bell will be available at the end of October. Pre-order your copy today!
Hone Your Tax Research Skills
Dig deep on a line-by-line basis to the details you need to know to prepare a broad range of more complicated personal tax returns. Enrol in the T1 Professional Tax Preparation – Advanced course by October 16 and save $200.
Tax Efficient Gifting
As we enter the fourth quarter, you may be planning meetings with your clients to minimize the tax bite for 2013. For many clients, charitable donations form part of that plan. But how much income tax can you save by making a charitable donation.
Majority Says No to Payday Loans and Tax Discounting
Last month we asked “Do payday loan companies and tax discounting providers still have a place in Canadian financial services?”, and the results are in…
Another US Fiscal Crisis? FSB May Come to Rescue
As another financial crisis looms in the US (. . .the government runs out of money on October 1, and the US is about to hit a $16.7 trillion debt ceiling and go into default in mid-October), Lawrence Schembri, the Deputy Governor of the Bank of Canada spoke to the Certified Financial Accountants society (CFA) in Ottawa on September 24th about the necessity of the Financial Stability Board (FSB).
GAAR Turns 25
It has been 25 years since the General Anti-Avoidance Rules (GAAR) were implemented as part of our tax code; their application remains somewhat uncertain and experts disagree over its effectiveness.
