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. . .
Did you know that CRA has spent close to $9 million on its Community Volunteer Income Tax Programs? CVITP grants have been providing in 3700 funding agreements to community organizations that offer free tax clinics. There is a natural symbiotic referral relationship between certified tax pros and the non-for-profit volunteers, who must pass on more complex returns and returns for those with higher incomes. Knowledge Bureau can help by providing training at special rates to volunteers who wish to upskill with professional certification.
Are you ready to take the next step and help your clients experience financial peace of mind while recent budget announcements, inflation and more are weighing heavily on Canadian taxpayers. Delivering confident advice has never been more important! Take advantage of an exclusive Program Offer and save $500 on Real Wealth Management™ Program tuition until May 31. Experience the education first by taking a risk-free Orientation, which includes a recording of a live RWM™ round table discussion.
Well, if we could all arrange to pass away before June 25th that would be very tax efficient! But that’s neither advisable nor desirable so we have to think about the post-budget estate planning realities. Does it make sense to set up testamentary trust anymore? Death is a large deemed disposition. Should we consider realizing some gains along the way? What has happened to the ability to make charitable donations on death? And what to do about the cottage? Find out more when you join us at the May 22 CE Summit.
Check out the recording of the live round table session featuring practicing members of the Society of Real Wealth Managers™ and learn more about how a Real Wealth Management approach can help your clients achieve financial peace of mind through the collaborative multi-stakeholder strategies aimed at building sustainable inter-generational wealth after taxes, fees and inflation. With recent budget announcements, inflation and more weighing heavily on Canadian taxpayers, having the ability to deliver confident advice has never been more important! Register now for the Orientation and consider enrolling in the Designation Program at a special tuition rate, only until May 31.
A new credential is available through Knowledge Bureau and it’s important because it will engage Millennials, GenX and Boomer co-horts in planning around their financial nemesis: taxes. The thoughtful role of the DMA™ Retirement Income Services Specialist is critical in achieving required after-tax outcomes that can skillful lead to greater financial peace of mind of retirees, and those saving for retirement. Plus, a comprehensive online program orientation is available to check out the curriculum risk-free!
Are you alarmed by the recent department of finance and CRA’s budget announcements? Are you feeling like you and your clients are drowning in quicksand? You don’t want to miss this Real Wealth Management Program orientation session, where you will have an opportunity to hear from 7 of Canada’s most influential thought leaders as they have a roundtable budget discussion. Learn more about the RWM™ Designation program and how a Real Wealth Management approach can help your clients achieve financial peace of mind through the collaborative multi-stakeholder strategies aimed at building sustainable inter-generational wealth after taxes, fees and inflation.
Did you know that CRA has spent close to $9 million on its Community Volunteer Income Tax Programs? CVITP grants have been providing in 3700 funding agreements to community organizations that offer free tax clinics. There is a natural symbiotic referral relationship between certified tax pros and the non-for-profit volunteers, who must pass on more complex returns and returns for those with higher incomes. Knowledge Bureau can help by providing training at special rates to volunteers who wish to upskill with professional certification.
Are you ready to take the next step and help your clients experience financial peace of mind while recent budget announcements, inflation and more are weighing heavily on Canadian taxpayers. Delivering confident advice has never been more important! Take advantage of an exclusive Program Offer and save $500 on Real Wealth Management™ Program tuition until May 31. Experience the education first by taking a risk-free Orientation, which includes a recording of a live RWM™ round table discussion.
Well, if we could all arrange to pass away before June 25th that would be very tax efficient! But that’s neither advisable nor desirable so we have to think about the post-budget estate planning realities. Does it make sense to set up testamentary trust anymore? Death is a large deemed disposition. Should we consider realizing some gains along the way? What has happened to the ability to make charitable donations on death? And what to do about the cottage? Find out more when you join us at the May 22 CE Summit.
A new credential is available through Knowledge Bureau and it’s important because it will engage Millennials, GenX and Boomer co-horts in planning around their financial nemesis: taxes. The thoughtful role of the DMA™ Retirement Income Services Specialist is critical in achieving required after-tax outcomes that can skillful lead to greater financial peace of mind of retirees, and those saving for retirement. Plus, a comprehensive online program orientation is available to check out the curriculum risk-free!
Are you alarmed by the recent department of finance and CRA’s budget announcements? Are you feeling like you and your clients are drowning in quicksand? You don’t want to miss this Real Wealth Management Program orientation session, where you will have an opportunity to hear from 7 of Canada’s most influential thought leaders as they have a roundtable budget discussion. Learn more about the RWM™ Designation program and how a Real Wealth Management approach can help your clients achieve financial peace of mind through the collaborative multi-stakeholder strategies aimed at building sustainable inter-generational wealth after taxes, fees and inflation.
