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 donated close to $11 billion to charity in 2010 according to Statistics Canada. Becoming more philanthropic and giving more to causes that are important to them, like the current refugee crisis or environmental issues, should be top of mind in year-end tax planning conversations, given the significant tax rewards associated with giving.
Mark your calendar for the last week of October. Knowledge Bureau’s Fall Distinguished Advisor Workshop (DAW) promises some exciting and educational programming on issues your business clients commonly face.
Especially for experienced tax and financial advisors, unique planning opportunities with Canada’s top experts will provide 10 CE/CPD Credits and access to 2015 tax calculators.
Operating across national borders is easier and more common than ever, driven by technology and economic changes that make it appealing for individuals and businesses to purchase investment property globally.
FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.
Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.
Canadians donated close to $11 billion to charity in 2010 according to Statistics Canada. Becoming more philanthropic and giving more to causes that are important to them, like the current refugee crisis or environmental issues, should be top of mind in year-end tax planning conversations, given the significant tax rewards associated with giving.
Mark your calendar for the last week of October. Knowledge Bureau’s Fall Distinguished Advisor Workshop (DAW) promises some exciting and educational programming on issues your business clients commonly face.
Especially for experienced tax and financial advisors, unique planning opportunities with Canada’s top experts will provide 10 CE/CPD Credits and access to 2015 tax calculators.
Operating across national borders is easier and more common than ever, driven by technology and economic changes that make it appealing for individuals and businesses to purchase investment property globally.
FOR IMMEDIATE RELEASE – Lisa McKee, owner of McKee Accounting, reveals the secret of success for her firm: Putting the client at the centre of everything to provide high-quality customer service.
Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium- and high-worth clients. The advisor who can assist with that process enjoys the oppor-tunity to establish a long-term, potentially intergenerational connection with a client and their family. However, there have been recent changes advisors need to know about.
