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 MFA-P Advantage: Why Philanthropy as a Strategy Makes Good Sense This Year
Chelsey McEwen, BA, RRC, MFA-P™ shares her experience in perusing her MFA-P™ Philanthropy Designation. She was “looking for a focused approach to more niche planning that isn’t talked about that much in the industry.” It may make good sense for you and your clients too. Here’s why her insights matter:
Tax Literacy Matters
It’s financial literacy month and that includes tax literacy. High income earners, for example, will be interested to know that the RRSP maximum dollar limit - $30,780 – was recently announced for 2023.
Breaking News: Retrain Manitoba Program
APPLY NOW: A $12.5M Retrain Manitoba Program that was just announced will reimburse Manitoba businesses up to $2,500 per employee for any training relevant to their industry and role. Tax accounting and financial services business owners can use the money to train new and returning staff for tax season 2022, retroactive to April 1, 2021 will also be eligible to apply for reimbursement. Those who have trained their teams with Knowledge Bureau, and meet all other criteria, will be eligible for reimbursement through this program.
CCB Young Child Supplement 2021
Canada Child Benefit (CCB) amounts increased again in 2021. Technically, the base amount did not change until July, but a supplement was added for younger children for the full year. This supplement has a big acronym attached to it: the Canada Child Benefit Young Child Supplement (CCBYCS).
New Marketing Trends: Become Digitally Disruptive to Grow
The global pandemic has driven millions of consumers to online shopping and digital commerce, and that has altered their relationship with tax accounting and financial advisors’ firms too. Will things ever go back to the way they were? Likely not, but here are four important marketing tips that can help you propel your business growth in 2022 from a leading Canadian social media expert.
DAC Martini Vent A Big Hit
Jennifer Snyder, CEO of Doyenne Financial hosted a Martini Vent at DAC 2021 where delegates could discuss highlights (the rose), opportunities (the bud) and challenges (the thorn) they have faced over the past year while enjoying a home-made martini with ingredients (in a flashing martini glass) included in the DAC-in-a-box at a fun networking event. Indeed, there were some wisdoms amongst the olives:
