This Month’s Poll
Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?What is the Maximum Claim for Adoption Expenses?
Either parent may claim the costs of adopting a child or they may split the costs as long as no more than the actual amount spent is claimed.
Gambling in the U.S.? Know Your Tax Obligations
Many people have the misconception that gambling winnings are only taxable in the U.S. if you are a U.S citizen or resident, and that is simply not true.
A Master Financial Advisor Builds More Wealth
Become a valuable resource to your clients as they develop succession plans for their businesses. Earn your MFA-Succession and Estate Planning Specialist™ Designation. Enrol by June 15 and attend DAW as our guest.
Build Your Retirement Nest Egg
Have confidence that you will never run out of money – learn to maximize your long term financial security and minimize risk and taxes. Get your copy of Master Your Retirement today.
Advise Affluent Families with Intergenerational Wealth Transfer Needs
Facilitate estate planning solutions tailored to your clients’ situations. Enrol in Use of Trusts in Tax and Estate Planning.
Complex Exit Strategies?
Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Think strategically with succession planning experts and top wealth advisors. Experience education differently at DAC!
