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:

This month teachers return to the classroom to plot strategies and activities for the new school year, decorate the walls and devise new science experiments.

It’s back to school time and families are spending money getting ready for the big day; registration for sports activities seems to be more expensive that ever; and now this: you find you owe money to CRA!

A big high-five to all the outstanding Canadians who made us proud in Rio! Their Olympic renown can now take many of them on the journey from amateur to professional status.

A new tax form has been released this summer, giving clients the ability to authorize CRA to reach into their bank account to pay a balance due. The new Form T1-83 for tax year 2016 was released online in the heart of the summer, on July 22, 2016, and it became available for print on August 3.

SOCHI, Russia. “Canada captured a historic fourth Olympic gold medal in women’s hockey Thursday with a 3-2 overtime win over the United States in a thrilling championship final.”

Knowledge Bureau is proud to announce the continued support of Intuit at the Distinguished Advisor Workshops in 2016/2017.