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.
As a Distinguished Advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry. Together, Canada's top publications for financial advisors - the 2024 Acuity Conference for Distinguished Advisors returning media sponsors - will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back Advisor.ca and Investment Executive as our media sponsors for Acuity 2024 in Montreal November 10-12. Learn more about them below:
Registering to take certificate courses under our Specialized Credentials Programs or Continuing Education including CE Savvy Summit passes and the Acuity Conference for Distinguished Advisors (DAC)? Take advantage of tuition fee savings this month and find out more about our tuition fee payment options below:
June 25 is fast approaching, and advisors have an important role to play in ensuring that this trigger date for the higher inclusion rates will not unduly upset retirement and estate plans. How can you help clients? This article focuses on 5 things to focus on when planning with your clients, and you can take a deeper dive with the CE Savvy™ Summits Advanced Retirement & Estate Planning Course. Register with a special enrolment offer until June 30 (save $100).
Check out the recording of the live Meeting of the Minds session featuring practicing members of the Society of Real Wealth Managers™ and learn more about how their collaborative family office approach helps clients make sound financial decisions. Our panel featured two team members from Fraser and Partners who shared how their focus on education and leveraging the multi-faceted skills of internal and external stakeholders adds value to the work they do with their clients. Learn more by registering now for the Meeting of the Minds and enrol in the Designation Program at a special tuition rate, only until June 30.
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.
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!
As a Distinguished Advisor, you know the importance of learning best practices and staying informed about the latest developments in the financial services industry. Together, Canada's top publications for financial advisors - the 2024 Acuity Conference for Distinguished Advisors returning media sponsors - will ensure you remain at the top of your game. Knowledge Bureau is pleased to welcome back Advisor.ca and Investment Executive as our media sponsors for Acuity 2024 in Montreal November 10-12. Learn more about them below:
Registering to take certificate courses under our Specialized Credentials Programs or Continuing Education including CE Savvy Summit passes and the Acuity Conference for Distinguished Advisors (DAC)? Take advantage of tuition fee savings this month and find out more about our tuition fee payment options below:
June 25 is fast approaching, and advisors have an important role to play in ensuring that this trigger date for the higher inclusion rates will not unduly upset retirement and estate plans. How can you help clients? This article focuses on 5 things to focus on when planning with your clients, and you can take a deeper dive with the CE Savvy™ Summits Advanced Retirement & Estate Planning Course. Register with a special enrolment offer until June 30 (save $100).
Check out the recording of the live Meeting of the Minds session featuring practicing members of the Society of Real Wealth Managers™ and learn more about how their collaborative family office approach helps clients make sound financial decisions. Our panel featured two team members from Fraser and Partners who shared how their focus on education and leveraging the multi-faceted skills of internal and external stakeholders adds value to the work they do with their clients. Learn more by registering now for the Meeting of the Minds and enrol in the Designation Program at a special tuition rate, only until June 30.
