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:

With tax season once again on the horizon, now is the time to start toning your tax muscles. Get started with our Corporate Tax Bootcamp this November – register by September 30 for best fees. Earn 6.5 CE/CPD credits, everything is included.

If experience is the best teacher, here is your seat at the front of the classroom. Be inspired by 50 outstanding Canadians as they tell their stories and the life lessons they learned as they overcame obstacles. A must-have guide for young leaders, parents, business executives and bright stars everywhere.

Keeping proper books using a double entry system is one thing, but the real value comes from using the information to enable a business to meet its financial goals and make better management decisions. Enrol in Managerial Accounting by September 18 and save $200 on tuition rates.

This is the burning question for many baby boomers contemplating retirement. After many years of saving for retirement is it safe to retire?

Taxpayers and their advisors have one more tax filing deadline to add to their list this year: Form RC312 must be filed before October 23, 2013 in some cases, so mark your calendars.

It was boomers bashing the kids in last month’s Knowledge Bureau Poll which asked, “Are today’s small businesses and their workforces prepared to grow and meet changing demands while trying to fill the knowledge and experience gaps left as baby boomers retire over the next 5 years?”