AdvisorToClient
Check List Archive

Checklist: Are you ready for tax season?

During the 2014 tax season, 1 in 5 Canadians scrambled to meet the deadline, notes an H&R Block Canada poll. So to make sure you’re ready this time around, take this quiz.

Checklist – Tax minimization for clients with families

Here’s a list of tax credits and deductions for families with children. Go over it with your clients to see if it can help garner any savings.

Checklist – Tax minimization for seniors

Here’s a list of tax credits and deductions for seniors. Go over it with your clients to see if it can garner any savings.

Checklist – Tax minimization for business owners

Here are some talking points and considerations regarding tax credits and deductions for business owners. Go over it with your clients to see if it can garner any savings.

Checklist – Tax minimization: U.S. estate tax liability

Here’s a list of potential U.S. estate tax liabilities you should make clients aware of. Go over it with your clients now to see if they can make adjustments that will improve their sheltering of assets to reduce tax exposure.