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:Understanding Synthetic Dispositions – Short Sale of Similar or Identical Property
We continue our Synthetic Dispositions series this week with a look at the short sale of similar or identical property.
The TFSA is Your Ticket to Tax Freedom
Make sure you contribute $5,000 for each resident adult in the family every year.
Top Advisors to Discuss Future of Financial Services
Under the theme, Back to the Future, delegates at the DAC (Distinguished Advisor Conference), will explore opportunities to build on past successes and experiences in a changing environment for both tax and financial advisors. Find out how you can win an all expenses paid trip to DAC 2013!
DAC 2013: Larry Frostiak – High Net Worth Investment Strategies: Accumulating Wealth Corporately
Twelve years ago professionals were allowed to incorporate in Canada. Now, huge wealth has accumulated in the retained earnings.
Corporate Tax Bootcamp
Expertly prepare T2 returns and gain a deeper understanding of the business issues and tax options that underlie the integration of the Canadian T1 and T2 income tax returns. Enrol by June 30 for $395 early bird rate.
Starting a New Career?
Put yourself first – learn how paying yourself first will change your life. Read The One Financial Habit that Could Change Your Life today! Buy 3, Get 1 Free.
