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:Took a Paws? Time to Re-engage!
With the arrival of Fall and year-end preparation about to begin, Knowledge Bureau offers a number of options to hone your skills, fill knowledge gaps, and satisfy your CE/CPD requirements.
Featured Speaker: Larry Frostiak, FCA, CFP, TEP
Knowledge Bureau’s November live event line-up of Corporate Tax & Year-End Planning Bootcamp and our 10th annual Distinguished Advisor Conference are sure to provide valuable and intensive learning and networking experiences. We are pleased to introduce Larry Frostiak as a featured speaker at both events.
Minimize Taxes and Identify Planning Opportunities for Your Corporate Clients
Learn how to prepare accurate T2 returns for 4 types of micro businesses at our November Corporate Tax & Year-End Planning Bootcamp. Register by October 15 for best fees.
Understand the Magnitude of Presence
Empower yourself without overpowering others by developing an authentic Personal Brand with your dynamic holistic image—both internal and external. This new release from Catherine Bell will be available at the end of October. Pre-order your copy today!
Hone Your Tax Research Skills
Dig deep on a line-by-line basis to the details you need to know to prepare a broad range of more complicated personal tax returns. Enrol in the T1 Professional Tax Preparation – Advanced course by October 16 and save $200.
Tax Efficient Gifting
As we enter the fourth quarter, you may be planning meetings with your clients to minimize the tax bite for 2013. For many clients, charitable donations form part of that plan. But how much income tax can you save by making a charitable donation.
