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Financial Fallout: Seven Strategies for Unemployed Clients
As Canadians face the prospect of higher spikes in COVID cases this fall, the financial fallout will be grim for millions who also face the loss of CERB and other safety nets that were available in the first wave of the pandemic. There are seven basic strategies advisors and clients can discuss now in anticipation of a 2020 tax year dominated by pandemic stress and a 2021 that may be characterized by more debt, and more tax audit potential:
Meeting of the Minds Discussion August 27, 11:30 EST: Wealth Preservation
Join some of Canada's leading Real Wealth Managers™ for a discussion about wealth preservation in these very uncertain times. It’s a free virtual, national conversation that brings together advisors from the tax, bookkeeping, insurance, financial planning and legal communities to discuss true-to-life issues that require inter-advisory collaboration. Details below.
New MFA-P ™ Graduate in the News: Michael Flux
Michael Flux, Executive Vice President and Portfolio Manager at Connor, Clark & Lunn Private Capital Ltd. helps high net worth families and foundations reach their long-term financial goals by providing pension-calibre investment solutions. “My aspirational goal in life,” says Mike, “is to leave much good behind.” He has recently enhanced his education to earn the MFA-P™ designation to help him in that quest.
Employee Perks: Refresh Your Skills with New Advanced Payroll Course
Payroll is a lot more complicated to calculate when employers offer perks to their employees. But these taxable and tax-free benefits, which can include reimbursement of housing losses and interest-free loans or parking costs, can make it more attractive for employees to sign on and stay. For example, did you know…?
Optimize Elections to Split Income by September 30
Did you know you can go back 3 years to optimize pension income splitting? You have up to three years to elect to split pension income, or to amend an election. With the effective due date for the 2019 return being September 30, 2020, one might think that the 2016 election could be amended up to the end of September 2020, but that’s not the case. Changes to the 2016 election had to be made by May 2, 2020 (three years after the due date for the 2016 return). However, changes to the election for 2017, 2018, and 2019 may still be made.
