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:Rental Property: Capital Cost Allowance and Multiple Owners
Are you considering jointly owning property to rent with one or more other people? Before doing so, it’s important to consider the structure of your ownership agreement.
Author Bill Bishop Brings “Big Idea Thinking” To DAC
Bill Bishop brings his unique insight on sales strategies to the 2014 Distinguished Advisor Conference as part of The Next BIG Idea: How To Sell A Lobster.
Become a Distinguished Financial Advisor Specializing in Tax and Bookkeeping Services
Featuring course development and direction by Canada’s most trusted tax and financial educator, Evelyn Jacks and a team of outstanding tax professionals with decades of experience in teaching tens of thousands of tax professionals.
Financial Life Lessons Learned
Sharing valuable financial lessons learned is an important way to help the next generation avoid financial pitfalls. Financial Fotographs is a great guide to get the conversation started. Makes a perfect graduation gift!
Understand the Issues Involved in Business Sale or Succession
Expand your career by gaining insight into business transaction accounting and achieve consistently accurate results for you clients. Enrol in Accounting for Business Transitions.
DAC: Catch the Early Bird by June 30 and Save $550
Experience an incomparable educational experience at the Distinguished Advisor Conference (DAC) in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.
