have prepared checklists to assist our clients in compiling data for the preparation
Income Tax Returns
& update of financial statements
The following are articles on topics of interest and excerpts from Anne's book
"Planning your Financial Future". Click the titles of each to view the
Eldercare or CA PrimePlus Services is a customizable range of financial management
services for elderly or disabled persons. Articles in this section highlight various
tax deductions and credits that may be applicable to elderly or disabled persons
and their families. CA PrimePlus Services is a registered trademark of the Canadian
Institute of Chartered Accountants.
dollar is not a dollar
March and April are the months
in the year when all sorts of tax slips are arriving the mail, and the income
tax filing deadline of April 30th begins to weigh on us all. I sometimes get anxious
phone calls from clients who want to file their income tax returns as soon as
possible. From a tax preparation perspective, we concentrate on the tax slips
that clients provide for their return that is to be filed.
you afford to send your children to college? RESPs vs. Trusts
According to Statistics Canada, the cost of university tuition in Canada
increased by 152% between the years 1985 and 1995.
If you have a youngster
who is contemplating university, tuition, rent, books and food could cost over
$9000 per year for 1998-99.
to make more money
Everyone wants to make more money--it's
not what you make, but what you keep!
If you feel that money is always tight,
read on and see if you are focusing on what is important.
money running your life?
When the alarm clock gives you
your wakeup call, and you get ready for yet another hectic day in your life, do
you sometimes feel that money is running your life?
that be debit or credit?
It used to be " will that
be cash or on your credit card" when you go through the cashier. With the
introduction of debit cards, more and more Canadians are discovering the convenience
of using the debit card. Should you use a debit or credit card?