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:What is the Difference Between Rental Income in the U.S. vs. Canada?
Rental income is virtually treated the same in both countries in terms of what is taxable as income and what is deductible as an expense; however a difference arises in respect of depreciation.
Tuition Fees Paid for Knowledge Bureau Certificate Courses Qualify for Tax Credits?
Knowledge Bureau is a private, designated educational institute and our tuition fees qualify for the Tuition Fee Tax Credit if over $100.
Knowledge Counts: Know More. Make More.
Knowledge Bureau can help you realize your careers goals with a first class education, and until June 15 a very special financial incentive to help you build your credentials.
Make Better Investment and Vacation Decisions in the U.S.
Get the inside story on how to preserve your wealth while enjoying your cross-border travels, hassle-free. Pick up your copy of Canadians & The IRS. Makes a great gift for friends, family, and clients.
Become The Key Advisor In Your Clients’ Most Important Life Events
Expand your expertise in the concepts of Real Wealth Management™ and provide holistic wealth management advisory services to your clients. Enrol in the newly updated Elements of Real Wealth Management today, the first in the MFA–Retirement Income Specialist™ Designation program.
DAC: Think BIG! Don’t Miss The Early Bird Registration – June 30
Experience education differently at DAC! Think strategically with succession planning experts, economists, portfolio management specialists, tax and legal advisors, celebrities, and marketing experts November 9-12, 2014.
