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:

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“Taxes should not wag the investment dog,” says Michelle Connolly. Nor, she adds, should investment decisions ignore potential tax consequences.

Canada’s ranking in the World Economic Forum’s Global Gender Gap Index has slipped, to 21 in 2012 from 18 in 2011.

The Canada Revenue Agency (CRA) has had enough of gifting tax shelter schemes and is taking action.

If early retirement — enforced or chosen — is in the cards, take advantage of employer-provided pre-retirement counseling. This tax-free benefit can save you money.