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 financial services industry has never been under more pressure to improve on its professionalism. At the same time, more services are being disrupted by new technologies and providers.
Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 6 to 9 in San Diego.
Now that tax season is in full swing, Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31, Summer Studies Begin June 15, DAC Nov 6 -9.
Cecil Baldry-White, CEO of Alitis Investment Counsel, believes there are six major challenges that wealth advisors face in attaining higher returns and longer term performance for their clients in today’s difficult investment environment, and he believes we must meet these challenges head on.
Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership.
A tax-efficient payroll is one that ensures employees pay only the correct amount of tax and no more with every paycheque. Bookkeepers and payroll departments that offer employees the opportunity to integrate tax efficiencies provide a valuable service that can lead not only to higher take-home pay, but higher family savings rates, too.
The financial services industry has never been under more pressure to improve on its professionalism. At the same time, more services are being disrupted by new technologies and providers.
Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 6 to 9 in San Diego.
Now that tax season is in full swing, Knowledge Bureau would like to remind you of some key dates to mark in your calendar: Regional DAW Workshops - May 24 to 31, Summer Studies Begin June 15, DAC Nov 6 -9.
Cecil Baldry-White, CEO of Alitis Investment Counsel, believes there are six major challenges that wealth advisors face in attaining higher returns and longer term performance for their clients in today’s difficult investment environment, and he believes we must meet these challenges head on.
Small business forms the backbone of the Canadian economy, yet only a minority of businesses successfully pass to new owners. Sophisticated strategies are needed to ensure greater success in the transition of business ownership.
A tax-efficient payroll is one that ensures employees pay only the correct amount of tax and no more with every paycheque. Bookkeepers and payroll departments that offer employees the opportunity to integrate tax efficiencies provide a valuable service that can lead not only to higher take-home pay, but higher family savings rates, too.
