Product Details
Book S.O. Annual/biannual/biennial
Annual volumes supplied on standing order subscription
Approximately 240 pages
1 volume bound
Softcover Coil/Spiral

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The Fingertip Guide: Taxation and Financial Planning 2016
By: Lynn Biscott, CFP, R.F.P.
Availability: In Stock

This highly portable guide provides financial planners with fingertip access to key financial planning information.

This pocket-sized guide provides financial planners with fingertip access to key financial planning information.As a highly portable item, the pocket guide can be taken to client meetings as a ready reference. For financial planning students, the pocket guide can serve as a highly portable study aid, summarizing the key facts and figures they would be expected to know for testing purposes. What's New
  • Outline of financial planning implications of 2016 federal and provincial/territorial budgets
  • Updated tables for tax rates and credits for 2016
  • New RRIF minimum withdrawal schedule based on new reduced factors introduced in the 2015 federal budget
  • New maximum LIF withdrawal schedule for 2016
  • Updated federal and Quebec contribution and benefit amounts for government income programs
  • Changes to OAS as proposed by the recent federal budget
  • Updated probate fees for all provinces and territories
About the Author
Lynn Biscott, CFP, R.F.P., has been involved in the financial services industry as a human resources executive, fee-only financial planner, and independent consultant, for over 30 years. In 2013, Lynn was honoured with the Fellow of FPSC™ distinction in recognition of her contributions to the advancement of the financial planning profession. Throughout her career, she has been involved in the design and delivery of training programs, and in the development of written materials on financial planning issues. She has designed and conducted training for financial professionals for organizations such as Foran Financial Institute, the Canadian Initiative for Elder Planning Studies, CIBC, and CCH Canadian. As a technical writer, she has prepared case studies, examination material, and resource material for the Canadian Securities Institute, Advocis, and the Financial Planners Standards Council. Ms. Biscott holds an M.Ed. In Adult Education from the University of Toronto, as well as the Certified Financial Planner (CFP) and Registered Financial Planner (RFP) designations. She is a member of the Institute of Advanced Financial Planners (IAFP), the Canadian Association of Pre-retirement Planners (CAPP), and the Canadian Institute of Financial Planners (CIFPS).
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