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:Elements of Real Wealth Management
“I was looking to learn and build upon my skills to assist my family in our current and complex situation. This course has provided me with clarity and focus towards reaching our goals.” – Kareen R., ON, May 2013
Wish You Had a Tax Research Department?
Get the answers you need with just a few clicks – definitions, tax facts, examples, tips and traps, plus interview checklists and questions to ask your clients – with EverGreen Explanatory Notes.
CRA Loses GAAR Case
Tax planning is not inherently abusive; and taxpayers are entitled to organize their affairs in a way that will minimize their taxes, including family income splitting.
Knowledge Bureau Partners with FPSC to Provide Approved CE Program
CFP professionals registered with FPSC can now earn 30 CE hours towards their certification with our Tax Strategies for Financial Advisors course.
Tax Strategies for Financial Advisors: Excerpt
As a new FPSC-approved program, here is an excerpt from Tax Strategies for Financial Advisors.
Tax-Free Benefits: Non-Cash Gifts Under $500
A gift (either in cash or in kind) from your employer is an employment benefit. However, non-cash gifts and non-cash awards to an employee for the year with a total aggregate value less than $500 is non-taxable. The total value in excess of $500 annually will be taxable.
