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. . .
As the key eroders of wealth – taxes, inflation and fees – are about to take a bigger bite out of Canadian’s balance sheets…as Real Estate Ownership comes under the CRA microscope. There’s a big opportunity for you to help! You’re invited to learn more at early-bird tuition rates until September 15 only to attend the September 20 Virtual CE Summit on Audit Defence: Managing Tax Risk for Real Estate Owners.
Now is the time for rookie training! Choose from selected introductory certificate courses leading to DMA™ Designation and enrol by September 15 to save up to 27% on tuition. We invite you to check KBR for reader loyalty rewards weekly as a thank you for engaging with us!
Two CEOs from our Platinum Partner organizations will take the stage at DAC Acuity, November 13 in beautiful Banff to tackle critical skills required to embrace. They both happen to be Tony’s, too: Tony Demarin, CEO of BCV Asset Management will bring his thought leadership to the topic The Reset: Portfolio Construction at Ground Zero. Tony Mahabir, CEO of CANFIN Financial will discuss Financial Stewardship in a Digital Age.
According to the CRA’s 2023 tax filing statistics to August 27, nearly 31 million Canadians have filed a tax return, and for those that owe the average balance sits just shy of $7,500! This points to a high demand for the specialized services of qualified tax professionals who can help taxfilers pay only the correct amount of tax and get all their tax benefits, too.
Image waking up to a normal day of driving your cab, only to be involved in a devastating accident in a train that leaves you in a hospital bed for 5 years at the age of 32. How do you break free to transform your future, when you don’t know if you will ever walk again? Hear the inspiring story of how one man with a high school diploma transformed himself to become an accountant, financial advisor, investor, and thriving entrepreneur of 6 office locations and more to come. Learn how discipline, vision and focus made the difference for Mandeep Duggal, President of Pro Tax Block and his remarkable family only at the 2023 Distinguished Advisor Conference in Banff. Early-bird registration ends September 30.
Knowledge is cumulative. . .and only valuable if shared. That’s why your Continuing Professional Development is such an important investment in your future. Knowledge Bureau graduates and designates: now is the time to build on those accomplishments, take the next step in your CE and make a big difference both in your career and in your community. Designates, if you have not already done so, be sure to meet your grace period for re-licensing, which ends October 31.