Your clients’ needs are complex.
That’s why it’s handy to have cheat sheets on tax topics such as life insurance policy loans and RDSP carry-forwards. Sometimes rules change — as with small business taxation — and common knowledge must be revisited, while other times clients should prepare for more vigilant enforcement.
In other cases, you may just want a readable breakdown of RRSPs and TFSAs that your client can actually understand (see #3, below).
Our tax experts cover topics that come up in your practice over and over again. Bookmark these articles for easy access.