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:
American Mike “Mish” Shedlock is a registered investment advisor representative for Sitka Pacific Capital Management, who wrote the following analysis of the markets on November 28, 2012. Do you agree or disagree with his sentiments?
Many taxpayers are shocked to learn that the bushel of apples, gaggle of geese, or services of great variety, paid to settle a debt instead of cash, all have a commercial value that may have tax implications.
Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?