Need to get your client thinking about preparing terminal tax returns? Try this tip.
Need to get your client thinking about preparing terminal tax returns? Try this tip.
A client calls to tell you her spouse, or a loved-one for whom she is the executor, has died. After you’ve offered condolences, use this guide to help her through declaring the death and its implications to the CRA and other government agencies. Offer to work with her accountant and lawyer to ensure this is handled smoothly.
If something looks off, double-check your slip
Be sure to comply with new designation rules
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our...
How parents can file to benefit from a suite of tax advantages
Help clients get the maximum benefit from these accounts
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