Education

First cash-flow designation launches Fallback Image Decorative pattern

Industry

First cash-flow designation launches

The CCS is worth 30.75 CE credits from the Institute for Advanced Financial Education

By Melissa Shin |November 12, 2013

2 min read

When CRA reassesses your client Fallback Image Decorative pattern

Tax News

When CRA reassesses your client

Why read this? › Your clients have university-age children › Your clients or their children have been selected for CRA reviews Why was the return selected for review? Less common triggers include What to do? 1. Tell your client a review isn’t the same as an audit, which is a more extensive examination. A review […]

By Jessica Bruno |November 12, 2013

3 min read

Help students save money Fallback Image Decorative pattern

Tax News

Help students save money

Consider this: Your clients are 27 years old and married. The wife wants to go back to school to get her MBA. She has not used her RESP room because her parents didn’t create one for her, and she attended her undergrad on a full scholarship. So she’s got questions.

By Caroline Hanna |November 5, 2013

3 min read

Maximize benefits of RESPs and RDSPs Fallback Image Decorative pattern

Tax News

Maximize benefits of RESPs and RDSPs

People aren’t taking full advantage of registered accounts.

By Dean DiSpalatro |October 29, 2013

2 min read