Archive | Debi’s Details

Trust Returns Due by March 31

Many family trusts have December year-ends. A trust must file a T3 return within 90 days of their year-end. So, in this non-leap year the deadline is March 31, which is coming up soon.  Due to the introduction of the punitive tax on split income rules (TOSI), there are likely fewer trusts being used to […]

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What Makes it Committee Work?

I say, don’t do committee work at the boardroom table. However, I am asked sometimes what makes it committee work? My first thought is that it is the type of work that is very detailed and time consuming, such as picking the menu, table decorations, seating arrangements, etc. for an event. Some committees are a […]

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Onboarding New Board Members

Does your group have a system for onboarding new members? Is there a checklist or a workshop that you run when you have a few new people coming on to the board? It is important for board members to hear about your policies before they are being asked to make decisions at a board meeting. […]

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Painless Financial Training Group Inc. with Debi Peverill

Understand Financial Stuff, Painlessly