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:

This week: 10 neat things about blue jays

Portfolio construction begins with the thorough understanding of the risk profile of the client. This course's components assist in the ultimate process of designing and implementing the most appropriate portfolio to match the risk profile of the client.

Do you know what you don’t know? When to talk to a pro? This book will help guide you, line-by-line. It’s a book for everyone because its premise is simple: a more informed taxpayer, working with a collaborative professional community, will get more out of the tax system now and in the future. Order by Feb. 11 and receive $5 off this Canadian Bestseller.

The first section of this calculator will give you a quick answer to how much tax saving are available by making an RRSP contribution. Use the second section to determine the costs of a proposed RRSP loan and compare the loan costs to the earnings within the RRSP during the loan repayment period.

The income gap between Canada’s top 1% of taxfilers and the other 99% is still substantial. But, so too is the gap between the amount of taxes paid by the two groups. In 2010, the “rich” accounted for a disproportionate share.

On Jan. 14, Gary William Mechar of Kamloops, B.C., was sentenced to four years in prison and ordered to pay $276,655 in restitution to two financial institutions.