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.
Debt is the number-one financial issue in Canada today, and things are about to get more urgent for mortgage holders and business owners who have significant debt.
Tax, financial planning and wealth management competencies are required to help clients fund their goals for income and capital accumulation derived from investments in these turbulent times. Adding tax efficiency can help returns take off from the doldrums in the markets. But are you prepared to do so with confidence?
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services, where industry-leading speakers address today’s key technical trends and business issues.
Business continuity planning and how to build value for succession planning is a hot topic today. Advisors who can help will engage in relationships with many stakeholders and a vibrant, often emotional journey.
Once again, the response to our trivia contest for a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC has been phenomenal!