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. . .
Join Kim G.C. Moody, FCPA, FCA, TEP will be taking the live stage at DAC Acuity 2022 to discuss The Speed of Tax Change and what it means for financial professionals and their clients. In his entertaining style, Kim will discuss the very complex and pervasive changes that continue be proposed at mach speed. How do you keep up-to-date to ensure your practice responds appropriately for the benefit of clients? This session will give straight-forward suggestions to help you navigate this important topic.
After decades saving for retirement, transitioning to spending down savings can be a huge shift in mentality for retirees. Additionally, one of the biggest surprises that new retirees often face is how their taxes change upon leaving the workforce. For the average worker who has spent his or her adult life paying ordinary income tax via payroll withholdings, the shift to flat withholding rates combined with differing rules depending on the source of their income can leave many clients with an unexpected tax bill after they retire.
Finally – it’s live and in person – Canada’s Top Edutainment Event! Virtual DAC has been fun, but we’re so excited to be seeing you again October 16-18 in Niagara Falls for this year’s DAC Acuity Conference! Past attendees know that DAC is an edutainment experience like no other, so we’re kicking it off early. Join us for the weekend for wine tasting tours, golf and world class dining amongst other great events before the conference starts. Sign up now for best registration, flight and hotel rates and then experience one of the Seven Wonders of the World - all of Niagara’s hidden gems together with new networking opportunities with your peers. Here’s how:
You don’t want to miss the Ottawa Bureau Chief of the Globe and Mail, Mr. Robert Fife at the DAC Conference October 16-18 in Niagara Falls. Robert will be speaking to the topic: “Help Wanted – Transformative Leadership for Canada”. Enrol by May 31 for early-bird tuition savings, to experience the thought leadership of Robert Fife and more - live and in person!
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event plus save $200 until May 31. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 per event when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event and save $200 on tuition. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
Join Kim G.C. Moody, FCPA, FCA, TEP will be taking the live stage at DAC Acuity 2022 to discuss The Speed of Tax Change and what it means for financial professionals and their clients. In his entertaining style, Kim will discuss the very complex and pervasive changes that continue be proposed at mach speed. How do you keep up-to-date to ensure your practice responds appropriately for the benefit of clients? This session will give straight-forward suggestions to help you navigate this important topic.
After decades saving for retirement, transitioning to spending down savings can be a huge shift in mentality for retirees. Additionally, one of the biggest surprises that new retirees often face is how their taxes change upon leaving the workforce. For the average worker who has spent his or her adult life paying ordinary income tax via payroll withholdings, the shift to flat withholding rates combined with differing rules depending on the source of their income can leave many clients with an unexpected tax bill after they retire.
Finally – it’s live and in person – Canada’s Top Edutainment Event! Virtual DAC has been fun, but we’re so excited to be seeing you again October 16-18 in Niagara Falls for this year’s DAC Acuity Conference! Past attendees know that DAC is an edutainment experience like no other, so we’re kicking it off early. Join us for the weekend for wine tasting tours, golf and world class dining amongst other great events before the conference starts. Sign up now for best registration, flight and hotel rates and then experience one of the Seven Wonders of the World - all of Niagara’s hidden gems together with new networking opportunities with your peers. Here’s how:
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event plus save $200 until May 31. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 per event when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event and save $200 on tuition. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
