Canadian Dental Care Plan Renewal Deadline Approaches
Know Your Client! It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients. It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event: a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify? Did they file their tax return on time to get it? Do you know the deadlines for doing so? Do you know when coverage ends if your client now longer qualifies?What to Consider When Preparing Your Estate Plan
To everything there is a season, and for many, understanding the tax consequences of death on personal and family net worth is a crowning achievement that allows for a powerful wealth transition. This type of preparedness, unfortunately, is rare.
Should I File a Tax Return for My Children?
It’s important for you to file a tax return for children who have any earnings from active employment or self-employment.
2500 Fraudulent Invoices Reap $173,000 HST Evasion Fine
Red Adair, an Oilwell Firefighter once said, “If you thought hiring a professional was expensive, wait until you try hiring an amateur!”
Year End Planning with OAS Benefits
In the final three months of 2013, seniors will receive an inflation-adjusted increased OAS benefit of $550.99 per month, which makes the total annual OAS benefits a total of $6,578.06.
How One Career Can Change Your Life
Tax service professions are one of the few careers that have outpaced economic growth for the past ten years.
Earn the CE/CPD Credits Before Year-End – EZ-Pay Instalment Plan Available
Need CE/CPD credits and want great education, too? Knowledge Bureau offers an academic path focused on Real Wealth Management™. Start today and finish before end of year.
