The Lucrative Disability Tax Credit

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.   

The Distinguished Advisor Conference: The best professional development investment of 2017

What’s the top reason you should invest your time and money to attend the Distinguished Advisor Conference (DAC) in Kelowna, November 5-8?

Business continuity: An important discussion at the Distinguished Advisor Workshop

As business owners age and approach retirement, they become increasingly concerned with setting up a proper business succession plan. They often know it’s an important issue that requires expert advice, but not many know how to start the conversation. 

Real Wealth Management: The key to sustaining family wealth

The Boomers are the wealthiest generation in Canada’s history. And as such, they have complex financial problems that require the expertise of a highly skilled financial advisor.

Financial Trivia Contest: Another chance to win a free registration to DAC!

Try our trivia question and get in on a chance to win a free registration to the Distinguished Advisor Conference (DAC) in the spectacular wine country of BC. Meet Canada’s top advisors and reflect with them on this year’s theme, Canada 150: Financial Advice at the Crossroads of Change.

T1 Tax Preparation – Advanced: Now Fully Updated

With the pressure of tax season over for all but the remaining proprietorship returns (due midnight June 15), it’s a great time to debrief about the skills that were required this tax season and how to shore them up for the next.

The Top 5 Reasons to Attend the Distinguished Advisor Conference

What are the top five reasons why busy people make time to attend conferences, just when they think they can least afford the time? You might be surprised by some of the reasons that people give us for attending the Distinguished Advisor Conference (DAC).
 
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Knowledge Bureau Poll Question

It costs a lot more to go to work these days. Should the Canada Employment Credit of $1501 for 2026 be raised higher to account for this?

  • Yes
    58 votes
    86.57%
  • No
    9 votes
    13.43%