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.
What are your plans for the rest of the year? Don’t know? Well, Knowledge Bureau has set dates for our fall and winter workshops as well as summer and fall online training dates.
When it comes to enhancing and updating your skills, there is never a downside to a refresher. That’s what Diane Elliott, who is four courses into her Distinguished Financial Advisor (DFA) – Tax Services Specialist, strongly believes.
The 2015 Distinguished Advisor Conference agenda is coming together nicely. Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar.
The number of family businesses in Canada is growing! Yet, there are real issues around succession, business valuation and the financing of heirs that advisors and their clients need to be discussing now.
What are your plans for the rest of the year? Don’t know? Well, Knowledge Bureau has set dates for our fall and winter workshops as well as summer and fall online training dates.
When it comes to enhancing and updating your skills, there is never a downside to a refresher. That’s what Diane Elliott, who is four courses into her Distinguished Financial Advisor (DFA) – Tax Services Specialist, strongly believes.
The 2015 Distinguished Advisor Conference agenda is coming together nicely. Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar.
