Guest columnist Dr. Michael Graham, two-time guest lecturer at Knowledge Bureau’s Distinguished Advisor Conference, muses about the economic and political volatility of the day and what Canadian investors can expect as March gathers steam, post-federal budget. Early registration for this year’s outstanding 15th Anniversary DAC is March 15 – RSVP now.
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services. As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.
Knowledge Bureau’s Evelyn Jacks’ new book Essential Tax Facts How to Make the Right Tax Moves and Be Audit-Proof, Too has incorporated the latest Federal Budget to help professional advisors and their clients in their relationship with CRA. Featuring Audit-Buster Checklist and, this book can help you position yourself for greater success, post-tax filing season.