Did you know that the Disability Tax Credit is not only lucrative when it is claimed on the tax return, but it is required to enable fifteen other provisions on the return. There is so much money left on the table when this provision is missed. Here are the additional provisions, and why working with a DMA™ Personal Tax Services Specialist is so important. In fact, it’s not too late to get this credential yourself before the start of the tax season.
What has more value: Artificial Intelligence or the advice humans give to their clients? The debate is on at the Distinguished Advisor Conference, November 5 - 8 in Kelowna.
With all the “back-to-school” ads playing now, perhaps you’re also thinking about putting your professional education plan in place to map out how you will achieve your CE/CPD credits this fall.
Over the next several weeks, we will be acquainting you with the phenomenal speakers who will be sharing their thought leadership at this year’s Distinguished Advisor Conference.