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:

A “synthetic disposition” refers to financial arrangements which allow taxpayers to defer tax by “economically” disposing of a property while continuing to own it for tax purposes. These transactions were shut down as of Budget Day, March 21, 2013.

On May 2, 2013, the Bank of Canada announced that a new Governor of the Bank had been appointed under Section 9 of the Bank of Canada Act.

Reserve your spot in Winnipeg, Calgary, Vancouver, or Toronto. Be prepared to respond to requests for post-filing information and set up the best defence for your clients in case of appeal. See the full agenda for this May's Distinguished Advisor Workshop.

This book is a "must-have" financial education for a new generation! It's about launching a financial life with the knowledge and skills to make responsible decisions. Give your clients the gift of knowledge: Buy 3, Get 1 Free!  Use PromoCode: KBRSPECIAL.

Become certified in Financial Literacy: Assessing Risk and Return. Develop confident and consistent solutions with your clients to better manage wealth by building a process and framework for getting results.

Knowledge Bureau has gathered top-class speakers for our upcoming Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California.