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) has been charged with reducing red tape and making it easier for small businesses to do business.

Save $10 if you buy before October 30, 2012!

Knowledge Bureau EverGreen Explanatory notes are an online research library to assist tax and financial professionals working with their clients. Try EverGreen today for interesting, current articles!

What can an advisor who has the usual mix of clients learn from a family office business serving the ultra high net worth? A lot, according to Terry Jenkins, president of BMO Private Bank, U.S., in Chicago and a speaker at this year’s Distinguished Advisor Conference.

Statistics Canada released revised data on the income of Canadian households for 1981 though 2010.

  If you are in British Columbia you are probably aware that on the 31st of May 2012, the legislative assembly of BC passed Bill 54 to re-implement the provincial sales tax (PST) in the province, alongside the goods and services tax (GST), ridding the province of the much-criticized harmonized sales tax (HST).