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.
Canadians who reach age 65 are more likely than ever to live into their nineties, largely due to advances in preventing heart disease, and to Baby Boomers leading healthier lifestyles. This trend towards increased longevity means that retirement income planning must cover a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds.
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.
Using comprehensive tax reduction strategies as a leading weapon in sustaining family wealth always makes sense, but never more than this year. In an investment climate in which there is very little certainty, it pays to look for winners we can count on: tax-efficient investments, for example.
Knowledge Bureau’s recently updated T1 Professional Tax Preparation – Basic course introduces a proven process for consistently accurate T1 tax preparation services, with a professional client interview and documentation management system, now featuring case studies using 2015 professional tax software.
We all know people who immediately capture our attention. I’m not referring to people whose physique or loud voice is overpowering and intimidating, keeping us at a distance, but those who have that distinct magnetism that draws us closer.
Death is never timely, yet it comes to at least one per cent of the population each year. Advisors need to be able to help their clients minimize the income tax consequences before the event occurs.
Canadians who reach age 65 are more likely than ever to live into their nineties, largely due to advances in preventing heart disease, and to Baby Boomers leading healthier lifestyles. This trend towards increased longevity means that retirement income planning must cover a much longer period, in which a focus on continued accumulation and investing is as important as tax-efficient withdrawal of funds.
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.
Using comprehensive tax reduction strategies as a leading weapon in sustaining family wealth always makes sense, but never more than this year. In an investment climate in which there is very little certainty, it pays to look for winners we can count on: tax-efficient investments, for example.
Knowledge Bureau’s recently updated T1 Professional Tax Preparation – Basic course introduces a proven process for consistently accurate T1 tax preparation services, with a professional client interview and documentation management system, now featuring case studies using 2015 professional tax software.
We all know people who immediately capture our attention. I’m not referring to people whose physique or loud voice is overpowering and intimidating, keeping us at a distance, but those who have that distinct magnetism that draws us closer.
Death is never timely, yet it comes to at least one per cent of the population each year. Advisors need to be able to help their clients minimize the income tax consequences before the event occurs.
