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:

Knowledge Bureau is now accepting RFPs for speakers and topics for the Distinguished Advisor Conference 2014 in the beautiful Texas Hill Country. The theme is Think BIG: Find the Sweet Spots in Wealth Management. Speakers and sponsors are requested to reply by December 15. 

Your client owns segregated funds in non-registered accounts with guarantees at maturity. How is this treated on the tax return in the case of a withdrawal?

To maximize your investment outcomes, be sure to assess the after-tax cost of fees for each investment. A higher return due to lower fees (as opposed to increased risk) can result in significantly more income in retirement and higher estate values.

Knowledge Bureau is excited to announce the beautiful Horseshoe Bay, Texas as our DAC 2014 location!

Get ready for the busy 2014 tax season with the Personal Tax Bootcamp. This fast paced workshop will focus on changes in personal tax planning, 2013 T1 tax forms, and all the details you need to really dig for every tax deduction and credit your clients are entitled to. Be an early bird and save – early registration ends November 30.

Stories and pictures are an important part of any conversation and bring family values into focus. Financial Fotographs will help you tell financial stories, learn from lessons of the past and paint a brighter picture of the future from a financial planning perspective. Order your copy today, hot off the presses.