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 Most Important CE Summits of the Year!
The registration deadline is October 31 for the most important CE Summits of the year! Register while there's still time.
Legalization Creates Tax Ambiguity for Marijuana Users
Today is the day that marijuana officially becomes legal in Canada. Yet grey areas remain, leaving Canadians uncertain and concerned about consequences: from personal and excise tax rules, to medical expense claims, to cross-border and insurance underwriting changes.
Lucrative Year-End Tax Claims
The claims for medical expenses incurred for travel and modifying your home can be quite lucrative, but you’ll need to know what documentation to keep, because these are two areas that can attract the tax auditor. Here’s what you need to know:
Business Owners, Is the CRA Serving You Better?
As year-end approaches, financial professionals continue to give mixed reviews on whether or not Canada’s tax system is improving – particularly for the business community. To address these concerns, the CRA has announced a new initiative called Serving You Better, and is requesting consultation from financial professionals and owners of small and medium-sized businesses.
Constructive Listening to Engage Culturally Diverse Clients
Many of your future clients and associates may not be Canadian-born, but reaching out to all populations and cultures can help you scale up your business, and make an important contribution to Canadian progressivity. What are the best practices to succeed in engaging clients within your diverse client-base? Daniel Collison will explore this important issue at DAC, Nov. 11-14 in Quebec City.
Education: The Secret to Joining the Millionaires’ Club
Global wealth is on the rise. Over the past decade, it’s increased by 27 percent*; and estimates show that by 2022, global median wealth will grow to $341 trillion USD, with the number of millionaires worldwide totaling 44 million,** a 22 percent increase from today. Remaining in the market since the financial crisis ten years ago has been prosperous for many investors – but how can average Canadians join the growing millionaires’ club?
