A Challenge for New Clients: How to Choose a Trusted Advisor

If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:

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Do you invest in U.S. securities? Are you a snowbird who escapes to your southern U.S. residence? Are you married to a U.S. citizen? Learn the tax facts regarding your U.S. financial associations with Canadians and the IRS, available now for pre-order.

Take six months to complete each course – only $99 a month – or fast track your studies with our new Blended Learning options.

Help your clients and your family with goal setting and discuss the creation of new money for savings. Three new Knowledge Bureau Calculators can help...

Join Canada's most prolific tax author, Evelyn Jacks, and Knowledge Bureau's special guest instructors at the full-day, comprehensive Personal Tax Bootcamp. Approach the busy 2014 tax season with the best tax mindset – enrol you and your team by January 10.

December 15 was the official print date of the 2013 income tax forms (as contained in General Income Tax and Benefit Package for 2013) and as of that date these forms have been available in EverGreen Explanatory Notes and can be viewed, downloaded, and printed by all current self-study students as well as to EverGreen subscribers. These forms will not be available for download from the CRA website until January 3, 2014.