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:

The Bank of Canada unveiled the latest and last of the new redesigned polymer bank notes this week. The $5 and $10 polymer notes will complete the series that began with the $100 note in November 2011.

Employees who leave their jobs and receive retiring allowances should include an RRSP strategy in their planning to keep more of that money.

Tax audit season begins soon! Ensure you're prepared for any appeal with our Audit Defence Bootcamp. Coming to a city near you this month!

The Smart, Savvy Young Consumer provides "must-have" financial education for a new generation! It's about launching a financial life with the knowledge and skills to make responsible decisions. A perfect graduation gift for young adults ready to go out on their own. Buy 3 books, get 1 free! Use PromoCode: KBRSPECIAL.

Advise private business owners and managers about the best way to manage their compensation to maximize the amount of after-tax income available. Gain a solid understanding of options available when constructing compensation packages, of the salary-dividend-bonus mix to maximize tax efficiency, and of constraints imposed by income tax and other laws so you can provide sound advice to your clients on compensation planning all year long.

EverGreen is your ever-current online resource for answers to tax questions about personal and corporate tax and the GST. Be more efficient with the most current information you need just a few clicks away. View the free demo today!