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:Employee Stock Options
An employer may provide its employees the opportunity to purchase shares in the employer’s corporation at some future date, but at a price that is the current market price when the option is granted (the exercise price).
Volunteer Firefighters Can Claim Non-Refundable Credit
Volunteer firefighters can claim an amount of $3,000.
The Smart, Savvy Young Consumer
A perfect graduation gift, The Smart, Savvy Young Consumer by award winning Consumer Reporter Pat Foran will provide smart tips on saving, investing, and preparing for the future.
Advise Affluent Families Seeking Tax-Efficient Investment Planning
Establish a strategic and tax-efficient investment income plan that will result in capital accumulations placed in the right hands within the family. Enrol in Tax Strategies for Financial Advisors and earn 30 FPSC-approved CE credits.
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.
Powerful Tools to Document Your Client Experience
Provide comprehensive client services through the accumulation, growth, preservation, and transition stages using the 14 innovative calculators in the Client Relationship Toolkit. Try them free!
