No More Sworn Testimony, But Audits Are Still Stress Inducing
“That” Phrase: it’s one no taxpayer wants to hear – digitally or otherwise. “You’re being audited.” If you’ve had to deliver that news you’ll know that the reaction can range from indignity to shock to panic. Based on the latest piece of legislation before Parliament, you might have to tell more of your clients to buckle up, it’s going to be a bumpy ride. CRA will now have greater powers. Consider this: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?
The After-Tax Costs of Investing
To maximize your investment outcomes, be sure to assess the after-tax cost of fees for each investment. A higher return due to lower fees (as opposed to increased risk) can result in significantly more income in retirement and higher estate values.
Think BIG in Texas for DAC 2014
Knowledge Bureau is excited to announce the beautiful Horseshoe Bay, Texas as our DAC 2014 location!
