Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:Under the Weather: Canada’s Economic Performance
It’s fall: time to ramp up Canada’s economy! Possibly the only good news in Statistics Canada’s August 31 report on Gross domestic product, income and expenditure, for the second quarter 2016, was that Canada’s household savings rate was 4.2%, up from 4.1% in the first quarter.
What is a Proposal for a Small Business?
With all the dreary economic news, it’s not unusual for businesses to hit a bump in the road, something astute professional advisors should watch closely as our guest columist, Andy Fisher, of the Small Business Restructuring practice at Farber Financial Group explains.
Introducing the DAC 2016 Speaker Starting Line Up
Soar Higher! You won’t want to these 20 thought-provoking speakers, who will bringing to you cutting edge interpretation of global events, including the results of the controversial U. S. election night, and their sage insights designed to help you maximize your greater potential.
Seven Reasons to Go Back To School with Knowledge Bureau
Today’s professional tax and financial advisors work within a changing environment in which clients are more willing to pay for knowledge and interpretation. Highly informed clients, especially Millennials and their retiring parents, demand an expanded knowledge base in the value proposition they are willing to pay for.
Life purpose
“Only when the last tree has died and the last river been poisoned and the last fish been caught will we realize we cannot eat money.” Indian Proverb
Knowledge is Power – Here Are Ways to Afford It
Knowledge is power, but education is expensive. What are the funding options? Join us in this first of a series to sort it all out. Bottom line: it depends on who you are and where you live. Our veterans, for example, have just had the lovely news that up to four years of free education at a post-secondary school may be possible.
