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:

A taxpayer’s failure to have its waiver of appeal set aside reaffirms that validly negotiated settlements between taxpayers and the Canada Revenue Agency (CRA) are not to be questioned by the courts.

No, in fact, the Tax Filing Due Date can vary.

Even though proprietors and their spouses have until June 15 to file their returns before late filing penalties kick in, it makes sense to file by midnight April 30 with all other taxfilers to avoid interest charges if you have a balance due.

Many family businesses struggle to succeed to the next generation despite the unlimited amount of resources available today that can help. Be the help your clients need to beat the odds for succession success.

This week: Ten neat things about frankincense and myrhh

This simple yet powerful one-page calculator will help you demonstrate various tax scenarios to your clients to determine the greatest benefit regarding their incomes. Try it for free!