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:

In our Disability Awareness series we have discussed income sources such as CPP Disability Pension, and EI. We continue that discussion with the tax consequences of other income sources that are available to those who have suffered a disability.

Achieve double-digit returns in your plans for Real Wealth Management™ with your clients with our T1 Professional Tax Preparation – Basic course. Learn to prepare returns using 3 popular tax software programs, too! Check out our cool new Virtual Campus as well. Call to enrol on June 26 and save $200! 1-866-953-4769.

The Take Home Pay Calculator provides quick answers to aid in decisions about taking a new job in a different province or changing withholdings by adjusting your TD1 or filing Form T1213.

Invest in your team. Earn your designation. Earn your DFA-Specialist™ or MFA™ designation and enhance your professional development in a meaningful way. Enrol by June 30 and receive best tuition rates.

What’s my business worth? If you or your business owner clients have ever pondered this question, you won’t want to miss this session.

Provide the expertise your small-to-medium business owner clients seek.  Whether you are a tax or wealth advisor, it is critical to understand the ins and outs of preparing T2 returns and gain a deeper understanding of the planning issues around share structure to diversify income sources, invest pools of redundant capital, maximize income splitting amongst family members, and plan for the sale of business maximizing the $800,000 Capital Gains Exemption in 2014. Early bird rates end June 30.