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:

When a taxpayer's income falls into a clawback zone, a portion of a social benefit like OAS or EI must be repaid.

Knowledge Bureau is pleased to provide new opportunities for practitioners in the tax and financial services to embellish their skills this fall with new programming and special "early bird' tuition rates for online registrants. Enrol by Sept 15 for best pricing of the year.

What are the differences between various types of real estate investments that are available to investors?

The Corporate Tax & Year-End Planning Bootcamp will help you provide the expertise your small-to-medium sized business owner clients seek for family wealth planning. Enrol by September 30 to ensure best pricing.

A great resource for your family business owner clients, MASTER Your Investment in the Family Business offers growth-oriented strategies to maximize wealth creation over a longer term.

Enrol in our new Virtual Campus and take the certificate course Final Returns on Death of a Taxpayer to become qualified in doing final tax returns for your clients' families. Do so by August 27 and receive a $200 reduction in regular tuition fees.