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:Top Tax Tips for Filing 2022 Returns
It is indeed that time of the year: tax season is upon us and there is lots of tax news for those just starting their 2022 T1. With just under 5 million tax returns already filed by mid March, the average refund is just under $2,200 and the average balance just under $4,500. Here’s my top picks for tax tips you need to know to maximize your entitlements:
Not Staying: Ontario Staycation Tax Credit
Be sure to claim the Ontario staycation tax credit on your 2022 tax return because it’s not staying: the Ontario government announced its demise for future filers last December. Here’s what you need to know to get it right for 2022:
Claim Tuition Fees as a Deduction, Credit or Canada Training Credit
Taking a Knowledge Bureau certificate course this year? It will be tax deductible as a training expense if you are self-employed. But there may also be an opportunity for you to tap into a $1,000 Canada Training Credit if you are claiming the tuition fee credit. For those who qualified in 2022, the amount was $750. Here’s what you need to know:
HOT OFF THE PRESS! Canada’s Most Up-to-Date Personal Income Tax Course
Now available…Canada’s most up-to-date personal income tax course! The newly released Introduction to Personal Income Tax course features new assignments using professional tax software for 2022 tax returns. PLUS, get a complete update to the March 28 Federal Budget. Take advantage of our income tax course until March 31: only $495 (save $400 on tuition)*
Last Chance: Join the Society of RWM™ at the Meeting of the Minds Today at NOON!
The Knowledge Bureau Network presents the Meeting of the Minds: 360 Degree Triger Tour: Ideal for advisors seeking more connection, collaboration and networking from coast-to-coast. Register now – the event takes place TODAY at NOON CST!
New CE Savvy™- PD Collection: Asset Management
Knowledge Bureau is excited to introduce its latest CE Savvy ™ Collection of Micro Courses. Check out our collection entitled Asset Management, which provides you a new opportunity to earn 5 CE Credits with Knowledge Bureau and several 3rd party accreditors such as FPCanada, IAFE, ICM, AIC and MFDA.
