News Room

Trade Wars: Why Income Tax Filings Matter More Now

It’s hard not to get caught up in the trade wars saga, and of course it has serious economic repercussions. In times like these, our tax system can help. The federal government has indicated three pillars of support will be enacted, details of which are to come shortly:

Grow Wealth Using Eight Important Steps

Allowing too much erosion up front (before investing and along the way reduces the opportunity to accumulate, grow, preserve, and transition wealth and cripples the power of compounding.

DAC 2013: Dr. Jack Mintz – Uncertainty, Taxes & Inflation:The Potential for Significant Reforms

If uncertainty is king in 2013, how do tax and financial advisors collaborate to help clients understand the effect of today’s investment decisions? 

2013/2014 Distinguished Advisor Workshops

Shape up in tax bootcamp! Reserve by June 30 to beat tuition increases.

Get Into “The Habit” and Save Your Financial Life

Are you stuck in debt? Embarrassed to be broke all the time? Find it difficult to save? If you are, you need to read The One Financial Habit that Could Change Your Life. Buy 3, Get 1 Free.

Elements of Real Wealth Management

“I was looking to learn and build upon my skills to assist my family in our current and complex situation. This course has provided me with clarity and focus towards reaching our goals.” – Kareen R., ON, May 2013

Wish You Had a Tax Research Department?

Get the answers you need with just a few clicks – definitions, tax facts, examples, tips and traps, plus interview checklists and questions to ask your clients – with EverGreen Explanatory Notes.
 
 
 
Knowledge Bureau Poll Question

As A.I. emerges, does it change how professionals create financial peace of mind in their communities?

  • Yes
    24 votes
    54.55%
  • No
    20 votes
    45.45%