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:

Most people are interested in socially responsible investing, says expert Cheryl Crowe, which means advisors have much to gain by being knowledgeable.

Pooled Registered Pension Plans (PRPPs) are inching their way toward becoming a way for Canadians without a workplace pension plan to save for retirement.

In a hot housing market, “flipping” can be a lucrative strategy — but only if you don’t run afoul of the Canada Revenue Agency (CRA).

A civil third-party penalty has been judged a criminal penalty, shifting the burden of proof to beyond a reasonable doubt and shaking up the Canada Revenue Agency (CRA).

Canada’s Great Recession started in November 2008 and lasted seven months until May 2009, says the C.D. Howe Institute’s newly established Business Cycle Council.

Tax preparers, planners and advisors need to know the details of continuous tax change, using expert professional tax software and research skills.