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:

If an employer provides overtime meals or an allowance as an employment perk, there are three conditions that must all be met to in order to ensure that benefit is not taxable.

Knowledge Bureau is pleased to spotlight Kareen Rekowski, a recent MFA designate graduate with honours achievement. Hear her story...

Take a blended-learning approach to preparing you and your staff for the upcoming tax season with our Personal Tax Bootcamp. Learn live as our noted experts walk you through a comprehensive update and refresher, then augment that learning with post-session case study work from the T1 Professional Tax Preparation – Advanced course and earn up to 30 CE/CPD credits!

Are the “do-it-yourselfers” in your circle leaving money on the table because they don’t know their tax filing rights? This easy-to-read guide will give them the details behind the lines as they electronically prepare and file their individual or family 2013 tax returns. Available December 15, the best-selling Jacks on Tax: 2014 Edition will make a great gift!

Accurately prepare T2 corporate returns for your small business clients, ensuring tax is minimized and planning opportunities are identified on a timely basis. Enrol in the new course, T2 Corporate Tax Preparation for Micro Businesses, by December 18 and save $200 on tax deductible tuition fees.

Get the answers to your clients' tax questions easily and quickly with EverGreen Explanatory Notes – your ever-current research library, updated with the latest information and changes weekly! Take a test drive with a free demo today.