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?DAC 2013: Jawad Rathore – Real Estate: An Important Diversifier in Building Future Wealth
What are the differences between various types of real estate investments that are available to investors?
Get In Shape for Tax Season: Corporate Tax & Year-End Planning Bootcamp
The Corporate Tax & Year-End Planning Bootcamp will help you provide the expertise your small-to-medium sized business owner clients seek for family wealth planning. Enrol by September 30 to ensure best pricing.
Help Clients Make the Most of Their Investment in the Family Business
A great resource for your family business owner clients, MASTER Your Investment in the Family Business offers growth-oriented strategies to maximize wealth creation over a longer term.
Final Returns on Death of a Taxpayer
Enrol in our new Virtual Campus and take the certificate course Final Returns on Death of a Taxpayer to become qualified in doing final tax returns for your clients' families. Do so by August 27 and receive a $200 reduction in regular tuition fees.
Preserving Income and Capital in Retirement
The Tax Efficient Retirement Income Calculator is a powerful tool that advisors can use virtually every day in almost any retirement scenario. The calculator provides an easy way to quickly see if a client is able to meet their after-tax retirement income goals based on any combination of income.
CRA Improves Online Services to Businesses
To limit regulatory burdens on small businesses imposed by the federal government and to make the relationship between Canadian small businesses and the federal government more transparent, accountable, and predictable, CRA has announced more improvements to its “Red Tape Reduction Program” this month, primarily through the improved use of technology.
