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.
Fifteen outstanding organizations have come together to support the 20th Annual Distinguished Advisor Conference November 12-14 at the beautiful Banff Springs Hotel. You don’t want to miss hearing from the thought leaders representing these fine organizations with mission critical topics to the theme: Imagine – Break Free to Transformative Change.
Benjamin Franklin, who helped draft the American Declaration of Independence on July 4, 1776, also had a knack for memorable sayings. “There is nothing certain but death and taxes” is likely the best known. But another notable favorite is “An investment in knowledge pays the best interest.” It serves as a gentle reminder that you can jump start your “back to school” activities right here at Knowledge Bureau. Check out our new courses and educational calendar all leading down the pathway to Specialized Credentials and Continuing Education Credits. You can register now, start today and study from anywhere with convenience online training options, plus earn close to $800 of bonus savings when you register in a designation program:
“Renewal is the principle—and the process—that empowers us to move on an upward spiral of growth and change, of continuous improvement.” This powerful quote from Dr. Stephen R. Covey speaks volumes: everyone needs to take a break. We are too at Knowledge bureau Report – we’ll be back with breaking tax, investment and practice management news for professionals and their clients on August 2. In the meantime, if you’re itching for some great educational reading, check out these great learning options from our CE Savvy Micro Course Collections.
Canadians’ confidence in their ability to retire on time seems to have plummeted, according to recent data. Is there a retirement crisis? The Society of Real Wealth Managers™ will explore the issue and ways RWMs can help in a special Meeting of the Minds on August 16 at 12 PM CST. Join us for this important (and free) event…RSVP now!
Whether you need CE credits or prefer an academic pathway to specialization, CE Savvy™-PD Micro-Course collections are designed to help savvy professionals invest in education that’s immediately impactful and implementable. Here’s why that’s important at a time when everything has changed:
Close to 18 million tax returns are filed by professional EFILE Services in tax season 2023 – 59.5% of all tax returns filed in Canada, according to CRA’s income tax statistics. This speaks to the tremendous opportunities available in mentoring new tax preparers throughout the summer and fall to prepare for tax season 2024. But in our June poll, 60% of respondents told us it was difficult to attract and engage new entrants.