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?Claiming Debt Forgiveness
Previously undeducted resource allowances carried forward may have to be reduced under the debt forgiveness rules.
People in the News
Knowledge Bureau's authors have been well represented across the media this past week – television, radio, print, and live events.
Financial Fotographs: Just Coffee
Kevin Gebert, author of Financial Fotographs, shares a brief excerpt from his chapter entitled “Just Coffee”.
Advise Clients on How to Give to Charities Tax-Efficiently
Expand your career with a solid understanding of strategic charitable planning and assist your clients with philanthropic goals as part of an overall wealth management plan. Enrol in Investment Strategies in Charitable Giving and save $50.
Do Your Clients Know How Much “Real Money” They Can Spend?
Help your clients better plan their spending for the “must haves” with the Cash Flow Calculator. Map out discretionary spending and saving money more purposefully in the right accounts for emergencies and future wants like security in retirement or the best education for the kids.
Have You Ever Seen an Armadillo Race?
Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Network and learn with top wealth advisors and outstanding speakers. Experience education differently at DAC!
