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:How much can I claim for the Children’s Arts Amount?
Your refund can grow by up to $75 with this federal tax credit.
Medical Claims in the Year of Death
A special rule applies to claiming medical expenses when a taxpayer dies.
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Entrepreneur Jody Steinhauer Discusses Change Leadership At DAC
Jody Steinhauer brings her insight into the power of change to the 2014 Distinguished Advisor Conference as part of High Net Worth Client Spotlight: Giving Back Makes Good Business Sense.
Shyness and Presence
In her book, Empower Your Presence, Catherine Bell illustrates how even the quality trait “shy” can magnify your presence positively.
Manage Family Business Dynamics
Learn to remove obstacles to financial decision making in working with family businesses. Enrol in Advising Family Businesses and be on the path to earning your DFA-Bookkeeping Services Specialist™ or MFA-Succession and Estate Planning Specialist™ designation.
