Investors, be sure to claim your investment expenses on the 2016 tax return. If it’s done properly, you can save hundreds, maybe even thousands, of dollars over the years. But you have to do it correctly, or you could get into hot water.
Today’s wealth managers and financial advisors are being called upon to offer their clients a more holistic approach to retirement - one that encourages exploration and direction beyond money-related questions. That’s important.
Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 5-8 in beautiful Kelowna, British Columbia.
The demand for filing unincorporated small business returns may be a new growth area in the tax preparation industry as both an aging demographic and self-employed millennials choose to make a living this way.