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:With Higher Inflation, How to Alleviate Some of the Pain?
This is Part 3 of a series of 3 articles. In Part 1 we started by discussing the common measurements of inflation and introduced some of the major causes of inflation. In Part 2, we discussed monetary and fiscal policies that are affecting inflation. In Part 3, we will discuss strategies that we can use to help alleviate some of the pains from rising prices.
Competitiveness in Canada: Growing Our Way Out of a Recession
Your clients may wish to understand how poised their investments are for success in the short term, and that may involve a discussion about the competitiveness and the growth of the Canadian economy. How competitive is Canada and why is that important as a recession looms in 2023?
DAC Delegates: High Inflation, High Anxiety Brings Opportunity
Last week Distinguished Delegates at DAC 2022 were asked to get out of their comfort zones and make new, big goals to embrace what will be a difficult 2023. One thing that stood out to us: Many delegates see this time of high inflation and high anxiety as an opportunity. It’s a perfect time to add value in all areas: accounting, tax, bookkeeping and financial services. Here’s a recap of the wisdoms:
Corporate Owner-Managers Need Support Around Tax Planning
We are going to feature an ongoing series highlighting certain courses that professionals will find valuable. For the next couple of weeks we are going to spotlight professional certificate courses that are directly related to Year-End Tax Planning. This week’s course is Tax Planning for Corporate Owner-Managers.
Got an Hour? Grab Lunch and Prepare to Solve One Client Problem at a Time!
Have you ever wished that you could spend your lunch hour learning about a specific planning concept right when you need to know it?
Applying COVID Benefits Repayments Gets Easier
CRA is introducing a new form for tax filing season 2022, which will make the application of a repayment of COVID-19 benefits easier. The repayment can be claimed as a deduction, which will generate a refund.
