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 Canada Revenue Agency (CRA) is on the warpath over charitable gifting tax shelters. But is it time for a broader review of Canada’s charitable donation rules?

To keep small and medium-sized business owners abreast of statistical news and trends, Statistics Canada publishes a monthly enewsletter.

A new tax treaty will increase trade and investment between Canada and Hong Kong.

This book by Douglas V. Nelson says don't just 'do' retirement, master it! KBR readers get $5 off if you buy before Nov. 27 - and it makes a great stocking stuffer!

Earn 30 CE Credits with this self-study, online course designed especially for financial advisors who want to specialize in helping clients develop strong personal net worth statements by managing debt and establishing a savings process.

The global economy is on the road to recovery. In fact, said veteran economist Patricia Croft, a speaker at the opening day of the Distinguished Advisor Conference in Naples, Fla., we are half way there.