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.
At the 2025 Acuity Conference for Distinguished Advisors, attendees will benefit from two dynamic sessions sponsored by Gold Sponsor Franklin Templeton, offering both global and practice management perspectives for today’s advisors.
Stand Apart! Enrol now for your one stop, year round tax updating solution. Knowledge Bureau’s Live Virtual CE Summits for 2025-2026 start the day after the November 4 federal budget. In a series of four full day events you and your team will have the knowledge, skills and confidence to apply tax preparation and planning expertise to solve tax compliance issues for clients. It’s the pre-eminent tax training choice for Canada’s Tax Preparers and Financial Advisors.
Financial professionals and thought leaders are gathering for a compelling Meeting of the Minds session tomorrow: “ROI or ROL: Redefining What Real Wealth Means to You.” This complimentary, one-hour virtual event explores a powerful shift in wealth management — move beyond Return on Investment (ROI) towards Financial Peace of Mind – a Return on Life. It’s about aligning financial strategies with purpose and helping clients achieve true peace of mind.
The 2025 Acuity Conference is proud to feature keynote speaker Kim G.C. Moody FCPA, FCA, TEP, FDFS™. In his session, “Having a Leadership Mindset”, Kim will share why professionals must think beyond technical expertise to lead with vision, courage, and purpose. See the full agenda and register by the September 30 early-bird deadline on the official conference site!
On September 25 at 11 a.m. CT, financial professionals and thought leaders will come together for a powerful Meeting of the Minds session: “ROI or ROL: Redefining What Real Wealth Means to You.” This event will explore a transformative shift in wealth management: moving beyond ROI (Return on Investment) to ROL (Return on Life) — aligning financial strategies with clients’ life purpose and helping them achieve true peace of mind. This 1-hr complimentary virtual event will feature a panel that will tackle 5 key questions, outlined below.
In Canada, pursuing post-secondary education can be expensive, but there are valuable tax relief measures to help ease the financial burden. One of the most important is the Tuition Tax Credit, which remains available even though education and textbook amounts were eliminated for tax years after 2016. For students of all ages, this credit can make education more affordable and help reduce income tax owing.
At the 2025 Acuity Conference for Distinguished Advisors, attendees will benefit from two dynamic sessions sponsored by Gold Sponsor Franklin Templeton, offering both global and practice management perspectives for today’s advisors.
Stand Apart! Enrol now for your one stop, year round tax updating solution. Knowledge Bureau’s Live Virtual CE Summits for 2025-2026 start the day after the November 4 federal budget. In a series of four full day events you and your team will have the knowledge, skills and confidence to apply tax preparation and planning expertise to solve tax compliance issues for clients. It’s the pre-eminent tax training choice for Canada’s Tax Preparers and Financial Advisors.
Financial professionals and thought leaders are gathering for a compelling Meeting of the Minds session tomorrow: “ROI or ROL: Redefining What Real Wealth Means to You.” This complimentary, one-hour virtual event explores a powerful shift in wealth management — move beyond Return on Investment (ROI) towards Financial Peace of Mind – a Return on Life. It’s about aligning financial strategies with purpose and helping clients achieve true peace of mind.
On September 25 at 11 a.m. CT, financial professionals and thought leaders will come together for a powerful Meeting of the Minds session: “ROI or ROL: Redefining What Real Wealth Means to You.” This event will explore a transformative shift in wealth management: moving beyond ROI (Return on Investment) to ROL (Return on Life) — aligning financial strategies with clients’ life purpose and helping them achieve true peace of mind. This 1-hr complimentary virtual event will feature a panel that will tackle 5 key questions, outlined below.
