Canadian Dental Care Plan Renewal Deadline Approaches
Know Your Client! It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients. It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event: a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify? Did they file their tax return on time to get it? Do you know the deadlines for doing so? Do you know when coverage ends if your client now longer qualifies?Do You Know What Investment Fraud Looks Like?
WINNIPEG, MANITOBA – According to a recent survey conducted by the Manitoba Securities Commission (MSC), one in five Manitobans have been approached by what they thought was investment fraud, thirty percent of Manitobans don’t recognize investment fraud and twenty five percent believe that reporting investment fraud is more trouble than it is worth.
DAC 2013: Debt and Demographics – The Wild Cards with Robert Ironside
In 2050, 2 billion people worldwide will be over age 60 – it’s the fastest growing age cohort in the world. Learn how the changing demographics will impact the future at our upcoming Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California.
Financial Education for Young Consumers
Help the young adults in your life become smart and savvy with their money and build a rich future. Smart, Savvy Young Consumer – Buy 3, Get 1 Free! Use PromoCode: KBRSPECIAL.
Help Ease Your Clients’ Estate Planning Angst
BECOME CERTIFIED – Take "Final Returns on Death of a Taxpayer". Help your clients tackle the angst of estate planning and implement an effective estate plan. Learn the technical expertise in filing the final return of a deceased in order to ensure proper tax planning is arranged at time of death and for the ongoing planning activities of the survivors.
Best e-Practices with David Caron and Sean Nazarian
Secure, Electronic Audit Defence with DT File Cabinet: Don’t miss this interesting and informative session with David Caron & Sean Nazarian from Thomson Reuters at the Distinguished Advisor Workshops May 22-27 in a city near you.
What Are Your Tax Savings with Charitable Donations?
Canadians are becoming more philanthropic – giving more every year to causes that are important to them. This calculator helps in determining the tax savings (and therefore the after-tax cost) of charitable donations.
