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.
SOCHI, Russia. “Canada captured a historic fourth Olympic gold medal in women’s hockey Thursday with a 3-2 overtime win over the United States in a thrilling championship final.”
Estate Planning with Life Insurance is an important cornerstone of family wealth planning, but with recent tax changes, a professional update is required for any tax and financial advisor working with high-net-worth families.
Knowledge Bureau is pleased to welcome Portfolio Strategies as the Exclusive Sponsor of the Distinguished Master Financial Advisor Graduation Luncheon at the Distinguished Advisor Conference, November 6-9 in San Diego. Portfolio Strategies’ President, Mark Kent, will be on hand at this prestigious event to congratulate graduates and present them with their designation pins and special gifts.