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. . .
On June 5 at 10 am CT we invite you to join practicing Real Wealth Managers™ as they share their “why” that lead them to build their own family offices and practice within the RWM™ framework in order to help Canadians achieve financial peace of mind. How can you be part of transformative change in the financial services industry with your own family office focused on collaborative, future-oriented, financial planning? Learn more at this complimentary event and take advantage of a pre-event enrolment offer to enrol in the program and save $500 only until May 31!
Almost 90% of tax and financial advisors who responded to our May poll say they don’t agree with the proposed capital gains increase on or after June 25, 2024. Advisors have an important role to play in ensuring that the June 25 trigger date for the higher inclusion rates will not unduly upset retirement and estate plans. Knowledge Bureau’s Advanced Retirement & Estate Planning Course, featuring session recordings from expert instructors on May 22 (available today) will help bring you up to speed on the latest issues affecting your clients. Here’s what advisors said:
The capital gains inclusion rate changes have invoke wide-spread concern about the best ways to preserve assets built over a lifetime to fund retirements and pass down important real estate and business interests. These tax changes will indeed cost average households significantly more money when they dispose of the assets that form the cornerstones of their net worth. Advisors have an important role to play in ensuring that the June 25 trigger date for the higher inclusion rates will not unduly upset retirement and estate plans. Here are five things that can be done:
Please join the Society of Real Wealth Managers Meeting of the Minds to learn about the benefits of professional collaboration to enhance your value proposition, and how you can build your own Real Wealth Management office of the future on June 5 at 10 am CT. Save the date for this complimentary live, virtual event, and save $500 on program tuition when you enrol in the Real Wealth Manager Program by May 31.
The Acuity Conference for Distinguished Advisors (DAC) takes place November 10-12 in Montreal, Quebec and we are pleased to welcome the thought leadership of many returning education partners to the stage. These speakers are ready to wow the highly-engaged audience at the only multi-disciplinary conference for professionals in the tax, accounting and financial services. Please join us in thanking these organizations for contributing their thought leadership to this year’s event, and be sure to sign on as a delegate or partner by the June 30 early-bird deadline. Stay tuned as more details, including a comprehensive conference agenda, are coming soon!
While the government has stated that the new capital gains inclusion rules will not apply to the sales of a principal residence, which qualify for a principal residence exemption, the reality is that there are some important exceptions. Consider the following and join us on May 22 for the CE Savvy Summit to have a peer-to-peer learning experience, earn 15 CE Credits and obtain access to a comprehensive Retirement and Estate Planning Certificate course and recorded presentations that cover the details.
On June 5 at 10 am CT we invite you to join practicing Real Wealth Managers™ as they share their “why” that lead them to build their own family offices and practice within the RWM™ framework in order to help Canadians achieve financial peace of mind. How can you be part of transformative change in the financial services industry with your own family office focused on collaborative, future-oriented, financial planning? Learn more at this complimentary event and take advantage of a pre-event enrolment offer to enrol in the program and save $500 only until May 31!
Almost 90% of tax and financial advisors who responded to our May poll say they don’t agree with the proposed capital gains increase on or after June 25, 2024. Advisors have an important role to play in ensuring that the June 25 trigger date for the higher inclusion rates will not unduly upset retirement and estate plans. Knowledge Bureau’s Advanced Retirement & Estate Planning Course, featuring session recordings from expert instructors on May 22 (available today) will help bring you up to speed on the latest issues affecting your clients. Here’s what advisors said:
The capital gains inclusion rate changes have invoke wide-spread concern about the best ways to preserve assets built over a lifetime to fund retirements and pass down important real estate and business interests. These tax changes will indeed cost average households significantly more money when they dispose of the assets that form the cornerstones of their net worth. Advisors have an important role to play in ensuring that the June 25 trigger date for the higher inclusion rates will not unduly upset retirement and estate plans. Here are five things that can be done:
Please join the Society of Real Wealth Managers Meeting of the Minds to learn about the benefits of professional collaboration to enhance your value proposition, and how you can build your own Real Wealth Management office of the future on June 5 at 10 am CT. Save the date for this complimentary live, virtual event, and save $500 on program tuition when you enrol in the Real Wealth Manager Program by May 31.
The Acuity Conference for Distinguished Advisors (DAC) takes place November 10-12 in Montreal, Quebec and we are pleased to welcome the thought leadership of many returning education partners to the stage. These speakers are ready to wow the highly-engaged audience at the only multi-disciplinary conference for professionals in the tax, accounting and financial services. Please join us in thanking these organizations for contributing their thought leadership to this year’s event, and be sure to sign on as a delegate or partner by the June 30 early-bird deadline. Stay tuned as more details, including a comprehensive conference agenda, are coming soon!
While the government has stated that the new capital gains inclusion rules will not apply to the sales of a principal residence, which qualify for a principal residence exemption, the reality is that there are some important exceptions. Consider the following and join us on May 22 for the CE Savvy Summit to have a peer-to-peer learning experience, earn 15 CE Credits and obtain access to a comprehensive Retirement and Estate Planning Certificate course and recorded presentations that cover the details.
