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:

CRA form PD7A, Statement of Account for Current Source Deductions, along with the accompanying worksheet is the latest CRA form to move to the electronic age.

This week: 10 neat things about Dutch elm disease.

Knowledge Bureau faculty members Pat Foran and Alan Rowell were recently in spotlight giving some timely tax season tips.

Learn how to save a portion of every pay cheque regularly and then invest the money wisely. You'll retire richer than you ever dreamed possible and you’ll achieve peace of mind. A great gift for a new graduate embarking on their financial future or for a client needing some money saving strategies! Order by Mar. 12 to take advantage of our boxes of books special!

Give your clients expert solutions to their investment strategies and increase their returns with tax efficiency. Guide your clients to earn investment income tax efficiently, split it with family members, and avoid tax erosion of the capital at transition times.

The average retirement is 20 years. This powerful calculator will show you what those 20 years look like, financially speaking, after tax, for both you and your spouse, retiring at different times. Test it out with our FREE trial!