Coming Soon! Meet the Tax Filing Deadline for Proprietors

VIA: Knowledge Bureau Posted in: Strategic Thinking
Midnight June 15 is the tax filing deadline for unincorporated business owners and their spouses, and the official end of tax season for those weary folks in the tax preparation industry! Don’t let this important deadline get lost in your pre-summer planning.

Life Purpose

Posted in: Strategic Thinking
“Believe those who are seeking the truth. Doubt those who find it.” —André Gide

Help Clients Maximize Their Investment Income in Uncertain Times

Posted in: Strategic Thinking
Tax, financial planning and wealth management competencies are required to help clients fund their goals for income and capital accumulation derived from investments in these turbulent times. Adding tax efficiency can help returns take off from the doldrums in the markets. But are you prepared to do so with confidence?

Hurry, the early-bird registration for the 2017 DAC ends on June 30!

Posted in: Strategic Thinking
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services, where industry-leading speakers address today’s key technical trends and business issues.

Business Valuation: Know How Much Your Client’s Business is Worth

Posted in: Strategic Thinking
Business continuity planning and how to build value for succession planning is a hot topic today. Advisors who can help will engage in relationships with many stakeholders and a vibrant, often emotional journey. 

Another Winner for the 2017 DAC/Trivia Contest and the June question is now available!

Posted in: Strategic Thinking
Once again, the response to our trivia contest for a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC has been phenomenal!