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:MASTER Your Investment in the Family Business
Make the most of your investment in the family business. Provide for your heirs and your own retirement while minimizing the tax impact. This book is a great resource for your family business owner clients.
Cross Border Taxation
As students head back to school and snowbirds start preparing for travel, advise your clients on how their cross border actions will affect their tax situation. Try a free trial today and enrol by September 3 to save $200.
Minimizing Tax on Asset Transfers
As we all know, “you can’t take it with you” so sooner or later, everyone has to transfer their assets to someone else.
Personal Service Businesses: New Rules Curtail Benefits
Changes to Personal Service Businesses were amongst those enacted in Bill C-48. They will be discussed in more detail in Knowledge Bureau’s November Corporate Tax & Year-End Planning Bootcamp. However, key changes are described below.
New! Charitable Donation Tax Credit Calculators
Fall is a great time for year-end tax planning and this year, strategic philanthropy in the family has taken on new meaning in light of the new temporary First-Time Donor’s Super Credit for first time donors.
Guest Column: Prescribed Rate Loans
The current prescribed rate is likely to increase on October 1, 2013. This guest column, provided to you by Frostiak & Leslie Chartered Accountants, Inc., a member of the Tax Specialist Group (TSG), offers some tips on how to benefit from the prescribed rate before it changes.
