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:Financial Fotographs: Just Coffee
Kevin Gebert, author of Financial Fotographs, shares a brief excerpt from his chapter entitled “Just Coffee”.
Advise Clients on How to Give to Charities Tax-Efficiently
Expand your career with a solid understanding of strategic charitable planning and assist your clients with philanthropic goals as part of an overall wealth management plan. Enrol in Investment Strategies in Charitable Giving and save $50.
Do Your Clients Know How Much “Real Money” They Can Spend?
Help your clients better plan their spending for the “must haves” with the Cash Flow Calculator. Map out discretionary spending and saving money more purposefully in the right accounts for emergencies and future wants like security in retirement or the best education for the kids.
Have You Ever Seen an Armadillo Race?
Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Network and learn with top wealth advisors and outstanding speakers. Experience education differently at DAC!
Filing Deadline Extended, Questions Remain
The Canada Revenue Agency (CRA) has announced a May 5 tax filing deadline extension and an arrest has been made in the "Heartbleed Bug" matter.
Canada’s Taste for Wine is Increasing
Canadians have become real red wine connoisseurs, but we still like our home grown beer, too. According to Statistics Canada, alcohol sales throughout the country in 2013 rose 2.2% from 2012, but a change in what Canadians are buying at the liquor store is noticeable.
