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.
Here’s a sobering thought: when people get seriously ill, only 1 in 3 patients get the medical care that is right for them. This, according to Dr. Daren Heyland who will explain more in two important sessions at the May 24 CE Summit. Families are ill-prepared to make the life and death decisions they are called upon to make on the patient’s behalf and consequently, says Dr. Heyland, they suffer significant anxiety and stress. Things can get worse if the patient survives. If the person survives their serious illness but is left vulnerable and incapacitated, many families struggle to provide the best medical and personal care possible and end up quarreling about how to use the patient’s resources. The current ways of planning ahead for future illness are not working….but you can be part of the change.
Managing the process around life events (before, during and after) with a multi-stakeholder team requires three important legal documents which must be anticipated and drafted in relation to a holistic retirement, disability and estate plan. Learn how to advise your clients to think about these difficult topics in a more positive light with two important sessions from Philippe Richer LL.B at the May 24 Virtual CE Summit and bring peace of mind to family members who otherwise worry about how to avoid abusive or unintended circumstances.
Now’s the time to start building your arsenal for next tax season! The new KB Tax Tip Toolkit gives you fast answers to your tax questions and you’ll earn up to 30 CE credits using it, too! Receive three great solutions at one great price: professional tax research library, powerful tax planning calculators, and CE accreditation, register by May 15.
Become a world-class leader in financial education with turn-key learning solutions from Knowledge Bureau! Creating a learning culture is the #1 driver of great work culture and it’s great for business too, introduce our new micro-course collections to the professional development program at your firm: your team can grab an hour and be CE Savvy™ while meeting CE requirements.
Last year was quite possibly the worst year in decades to retire and start drawing retirement income and so far in 2023, the foreseeable future is fraught with uncertainty. For these reasons we asked CE Summit keynote speaker and best-selling author Doug Nelson, B.Comm., CFP, CLU, CIM, RWM™ to share his inspiration in preparing his sessions for the upcoming May 24 CE Summits Workshop and expand upon the kind of retirement planning advice that’s right for today’s difficult environment. He was passionate in his response and provides a sneak peek at what you will learn.
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! Here’s who is included on our illustrious speaker roster so far. Sign up by June 30 for early bird tuition reductions and reserve the incredibly low hotel rates (rooms will sell out fast):
Here’s a sobering thought: when people get seriously ill, only 1 in 3 patients get the medical care that is right for them. This, according to Dr. Daren Heyland who will explain more in two important sessions at the May 24 CE Summit. Families are ill-prepared to make the life and death decisions they are called upon to make on the patient’s behalf and consequently, says Dr. Heyland, they suffer significant anxiety and stress. Things can get worse if the patient survives. If the person survives their serious illness but is left vulnerable and incapacitated, many families struggle to provide the best medical and personal care possible and end up quarreling about how to use the patient’s resources. The current ways of planning ahead for future illness are not working….but you can be part of the change.
Now’s the time to start building your arsenal for next tax season! The new KB Tax Tip Toolkit gives you fast answers to your tax questions and you’ll earn up to 30 CE credits using it, too! Receive three great solutions at one great price: professional tax research library, powerful tax planning calculators, and CE accreditation, register by May 15.
Become a world-class leader in financial education with turn-key learning solutions from Knowledge Bureau! Creating a learning culture is the #1 driver of great work culture and it’s great for business too, introduce our new micro-course collections to the professional development program at your firm: your team can grab an hour and be CE Savvy™ while meeting CE requirements.
The 2023 Distinguished Advisor Conference (DAC Acuity) takes place November 12 to 14 at the beautiful Banff Springs Hotel. It is going to be an outstanding industry event for several reasons: the incredible education from Canada’s top thought leaders in the tax, accounting and financial services, as well as our 20th Anniversary celebrations! Here’s who is included on our illustrious speaker roster so far. Sign up by June 30 for early bird tuition reductions and reserve the incredibly low hotel rates (rooms will sell out fast):
