Takeaway: May is still tax season

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

May is still tax season

There is no “season” for ensuring that clients are as tax-efficient as possible, just as there is no “season” for communicating with clients — these two endeavours are year-round initiatives.

In May, experts recommend talking to clients about homes and mortgages.

Want the full calendar of tips? Read: Your annual client communications calendar

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.