Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .
Have you added your company’s logo to the list of esteemed partners at this year’s Acuity Conference for Distinguished Advisors? There is still time to promote your good work nationally and join this illustrious group. Get in by September 30!
Professionals who are designated specialists are committed to meeting standards of conduct that include professional development annually and an attestation to ethical conduct. Knowledge Bureau designates who have not yet relicensed have the options that follow.
EVELYN JACKS, DMA™, RWM™, MFA-P™, FDFS™, Founder and President, Knowledge Bureau introduces the 2024 Fellows of Distinguished Financial Services and Provides the Vision for their Special Mission.
Mark Your Calendar for the weekend of November 9-12. You’re going to be in for an incredible networking experience, and a 15 session, impactful Education Conference tailored for tax specialists and wealth advisors. Most important, 20 thought leaders will inspire you to re-engage with your prospective clients who sadly, may not be seeking your advice soon enough. It’s the Acuity Conference for Distinguished Advisors (DAC) and the full agenda is now here!
Register by September 30 early-bird deadline – Ask about group rates, how to buy a table and access to VIP Affinity Program rates. Here’s the run of the events:
The tax filing season 2024 is officially over with 31,247,787 tax returns filed to July 1. The average balance due is $7,572 or over $55 Billion and many of those 7.3 Million taxpayers who owe are proprietors who waited to file until the last moment: June 17. We asked tax and financial professionals in our June poll whether they thought that tax audit risk is a bigger issue now for proprietors. The reviews were mixed but 60% said yes.
We invite you to connect with Canada’s brightest and 16 of the most accomplished thought leaders in the tax, accounting and financial services industry at the 2024 Acuity Conference for Distinguished Advisors in Montreal November 10-12. Join us to celebrate, meet and honour your peers from coast-to-coast at the Knowledge Bureau Awards Ceremony on November 10. Check out the detailed online conference agenda designed to help you discover new ways to lead with impactful guidance.
Have you added your company’s logo to the list of esteemed partners at this year’s Acuity Conference for Distinguished Advisors? There is still time to promote your good work nationally and join this illustrious group. Get in by September 30!
Professionals who are designated specialists are committed to meeting standards of conduct that include professional development annually and an attestation to ethical conduct. Knowledge Bureau designates who have not yet relicensed have the options that follow.
EVELYN JACKS, DMA™, RWM™, MFA-P™, FDFS™, Founder and President, Knowledge Bureau introduces the 2024 Fellows of Distinguished Financial Services and Provides the Vision for their Special Mission.
The tax filing season 2024 is officially over with 31,247,787 tax returns filed to July 1. The average balance due is $7,572 or over $55 Billion and many of those 7.3 Million taxpayers who owe are proprietors who waited to file until the last moment: June 17. We asked tax and financial professionals in our June poll whether they thought that tax audit risk is a bigger issue now for proprietors. The reviews were mixed but 60% said yes.
