June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?Find the Answers to Your Clients’ Tax Questions Fast
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DAC 2013 – Day 1: Global Wealth Management and New Economic Trends
Knowledge Bureau president Evelyn Jacks’ presentation started the first day of DAC 2013, the most successful conference in the 10 year history of this exclusive event for Canadian wealth advisors from coast to coast.
DAC 2013 – Day 2: Make Better Collaborative Decisions While Deepening Client Relationships
Collaborative decision-making was the name of the game for Day 2 of DAC 2013 in Ojai, California.
DAC 2013 – Day 3: Go Back to the Future – Reaching Higher for Bigger Success
Collaborative wealth management — Reaching Higher for Bigger Successes — was the theme for the final day of DAC 2013. The day started with a grim picture of aging demographics.
DAC 2014 RFPs Now Being Accepted
Knowledge Bureau is now accepting RFPs for speakers and topics for the Distinguished Advisor Conference 2014 in the beautiful Texas Hill Country. The theme is Think BIG: Find the Sweet Spots in Wealth Management. Speakers and sponsors are requested to reply by December 15.
Part 2: Reporting Segregated Funds: Guarantees at Maturity
Your client owns segregated funds in non-registered accounts with guarantees at maturity. How is this treated on the tax return in the case of a withdrawal?
