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:Dr. Michael Graham: Wisdoms from the Street
Guest columnist Dr. Michael Graham, two-time guest lecturer at Knowledge Bureau’s Distinguished Advisor Conference, muses about the economic and political volatility of the day and what Canadian investors can expect as March gathers steam, post-federal budget. Early registration for this year’s outstanding 15th Anniversary DAC is March 15 – RSVP now.
It’s Your Lucky Day: A Special St. Patrick’s Day Offer Just for You
You don’t have to be Irish to experience some luck this St. Patrick’s Day. Take advantage of our “Luck of the Irish” Special, available now until March 31st 2018.
DAC: The Changing Face of Community–Collaboration with Impact
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services.
As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.
Tax Tip: Avoid Clawback of Your EI Benefits
Are you a high-income earner—perhaps an executive, or seasonal construction or oil rig worker—who may suffer a loss of employment? For the 2017 tax year, the base amount for EI repayment is $64,125. The amount is indexed year over year and if you get caught with income over this, you’ll likely be unpleasantly surprised when you file your 2017 return . Here’s why:
A Sigh of Relief Regarding Passive Investment Income: But No Grandfathering
Two new measures were introduced in the February 27, 2018 budget that curtail the advantages of investing inside a private corporation, starting in 2019. All was met with a collective sigh of relief, considering the flawed fall proposals. However, there is still a twist - no grandfathering provisions for private corporations under two new proposals:
Debt Management Series: Home Buyers Plan
Do you have clients looking to buy their first home? Ensure they’re familiar with the ins and outs of the Home Buyers Plan to help them fund their purchase.
