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:Military and Police Members Eligible for Tax Relief
If you have clients who are members of the Canadian Armed Forces (CAF), they may be eligible for a special tax credit. Here's what you need to know:
Introducing a New Way to Earn CE Credits: Master the News!
Introducing the Knowledge Bureau News Network – a new financial education environment everyone can engage in and in the case of professional tax and financial advisors, to start earning CE/CPD Credits, too. Check out the three networks to choose from. There are absolutely no pre-requisites; just a desire to master the news and what it means to the decisions you need to make about your finances, your business and your influential role in your community. Here’s how it works:
Missed Today’s RWM & Virtual Campus Orientation?
Missed Today’s RWM™ & Virtual Campus Orientation? The Recording is Now Available! Continue the conversation. Revisit the insights. Take the next step in your professional journey.
Medical Expenses: Construction and Renovation Expenses
Consider how common out of pocket medical expenses are and how many millions of people miss claiming them. We overview a few of those “dark horses” below.
Generations Building Wealth Differently
Can Canadians build wealth in the current economic environment? Over the longer term? After taxes? These are important questions anytime but particularly at election time. The traditional way to build wealth for Canadians families has been to buy a home, pay it off and even leverage the equity to borrow money to invest in the financial markets. These wealth building exercises occur over a lifetime. But today, new generations are building wealth differently.
Provincial Budget Round Up (Everybody But Ontario)!
Provincial budgets have now been tabled from every province but one: Ontario. This includes those recently delivered by Newfoundland & Labrador on April 9 and PEI on April 10. Neither province introduced tax hikes, but both placed emphasis on helping businesses in their province. Check out the details:
