As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!
We’re less than a month away for DAC Acuity 2023 at the Banff Springs Hotel, and the agenda features a tax planning powerhouse ready to help you prepare for tax season 2024.
There is a lot to consider this upcoming tax season when it comes to filing personal returns and increased risk for investors and owner managers. Are you prepared to help? Take a duo of CE Summits with Knowledge Bureau this November and January and get the tools you need to help a variety of client profiles. Plus, you save on tuition with a Duo CE Summit Event Pass!
Now is the time to get ready for tax season 2024 by adding Distinguished Master Advisor (DMA™) to your own Specialized Credentials, or expand the talent in your office to grow your firm. Choose from 3 recommended Designation Programs.
Want to get your blood pumping and your imagination soaring? Join the Society of Real Wealth Managers™ us for an open conversation about what’s holding us back in making transformational change in your industry. What does it take to break free? No cameras, no recordings, just an opportunity to speak plain truth and brainstorm for proactive change for the future, while learning more about Real Wealth Management™ from the people who practice it daily over brunch at DAC 2023!
Picture this, you’re in a rush so you check your driving app to find the quickest route to your destination. You’ve got the car packed and you are on your way. The drive is going well, and you are on track to make it to your destination just in time; that is, until you hit a couple of construction detours.As you sit in traffic, you wonder why the app sent you down a road that wasn’t ready for traffic? This is the feeling many taxpayers and their advisors are having as they try to comply to file form UHT-2900 by the October 31 deadline this month.
We asked tax and financial professionals whether they believe Canadians have trust in their tax department, and surprisingly over 75% said no. Do you agree? Check out some of the many interesting comments we received.
Does the new government’s promise, expected soon, to cut the lowest personal income tax rate by 1% to 14%, go far enough to help Canadians impacted by high costs? What are alternatives in your view?
We’re less than a month away for DAC Acuity 2023 at the Banff Springs Hotel, and the agenda features a tax planning powerhouse ready to help you prepare for tax season 2024.
There is a lot to consider this upcoming tax season when it comes to filing personal returns and increased risk for investors and owner managers. Are you prepared to help? Take a duo of CE Summits with Knowledge Bureau this November and January and get the tools you need to help a variety of client profiles. Plus, you save on tuition with a Duo CE Summit Event Pass!
Now is the time to get ready for tax season 2024 by adding Distinguished Master Advisor (DMA™) to your own Specialized Credentials, or expand the talent in your office to grow your firm. Choose from 3 recommended Designation Programs.
Picture this, you’re in a rush so you check your driving app to find the quickest route to your destination. You’ve got the car packed and you are on your way. The drive is going well, and you are on track to make it to your destination just in time; that is, until you hit a couple of construction detours.As you sit in traffic, you wonder why the app sent you down a road that wasn’t ready for traffic? This is the feeling many taxpayers and their advisors are having as they try to comply to file form UHT-2900 by the October 31 deadline this month.
We asked tax and financial professionals whether they believe Canadians have trust in their tax department, and surprisingly over 75% said no. Do you agree? Check out some of the many interesting comments we received.
