Mid-Summer Reviews: When to Collect OAS and CPP

Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.

Bill Bishop brings his unique insight on sales strategies to the 2014 Distinguished Advisor Conference as part of The Next BIG Idea: How To Sell A Lobster.

Featuring course development and direction by Canada’s most trusted tax and financial educator, Evelyn Jacks and a team of outstanding tax professionals with decades of experience in teaching tens of thousands of tax professionals.  

Sharing valuable financial lessons learned is an important way to help the next generation avoid financial pitfalls. Financial Fotographs is a great guide to get the conversation started. Makes a perfect graduation gift!

Expand your career by gaining insight into business transaction accounting and achieve consistently accurate results for you clients. Enrol in Accounting for Business Transitions.

Experience an incomparable educational experience at the Distinguished Advisor Conference (DAC) in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.

The tax filing deadline for unincorporated business owners is June 16 and filing late will attract penalties and potential audits.