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. . .
2022 CRA limits further enhance the tax deductions that Personal Pension Plan (PPP) clients have over Individual Pension Plan (IPP) clients. The gap of $91,194 in 2021 is now almost $12,000 larger in 2022! Those of you who like to project the extra wealth your clients will enjoy over long periods of time thanks to the power of tax-deferred compound interest should rejoice at this news, according to JP Laporte and Knowledge Bureau Partner for the first annual virtual Pension Conference for Accounting Firm Partners and their staff taking place on November 30, 2021. RSVP now - who wouldn't want an extra $100,000 in deductions over an IPP during one's career?
Trouble finding qualified help for tax season? Canada’s most comprehensive and popular advanced tax update is now taking registrations for January 19 Virtual event featuring the “Tax Bible” – the popular name for the comprehensive desk top reference coveted by tax and accounting professionals from coast to coast. This is the time to train staff in a new and improved hybrid live and online course to shake out the cobwebs and drill down on dark horses and news for filing 2021 tax returns.
About 1.4 million Canadians are business owners under the age of 71 who are receiving some form of T4 income from their own companies, and there’s an opportunity to trigger massive tax savings with 7 extra deductions beyond what the RRSP offers. Why should your clients give that hard-earned cash to the CRA when it can be put to work in a tax-sheltered account in their name instead? Learn more at the first annual virtual Pension Conference for Accounting Firm Partners and their staff taking place on November 30, 2021!
Chelsey McEwen, BA, RRC, MFA-P™ shares her experience in perusing her MFA-P™ Philanthropy Designation. She was “looking for a focused approach to more niche planning that isn’t talked about that much in the industry.” It may make good sense for you and your clients too. Here’s why her insights matter:
The global pandemic has driven millions of consumers to online shopping and digital commerce, and that has altered their relationship with tax accounting and financial advisors’ firms too. Will things ever go back to the way they were? Likely not, but here are four important marketing tips that can help you propel your business growth in 2022 from a leading Canadian social media expert.
Jennifer Snyder, CEO of Doyenne Financial hosted a Martini Vent at DAC 2021 where delegates could discuss highlights (the rose), opportunities (the bud) and challenges (the thorn) they have faced over the past year while enjoying a home-made martini with ingredients (in a flashing martini glass) included in the DAC-in-a-box at a fun networking event. Indeed, there were some wisdoms amongst the olives:
2022 CRA limits further enhance the tax deductions that Personal Pension Plan (PPP) clients have over Individual Pension Plan (IPP) clients. The gap of $91,194 in 2021 is now almost $12,000 larger in 2022! Those of you who like to project the extra wealth your clients will enjoy over long periods of time thanks to the power of tax-deferred compound interest should rejoice at this news, according to JP Laporte and Knowledge Bureau Partner for the first annual virtual Pension Conference for Accounting Firm Partners and their staff taking place on November 30, 2021. RSVP now - who wouldn't want an extra $100,000 in deductions over an IPP during one's career?
Trouble finding qualified help for tax season? Canada’s most comprehensive and popular advanced tax update is now taking registrations for January 19 Virtual event featuring the “Tax Bible” – the popular name for the comprehensive desk top reference coveted by tax and accounting professionals from coast to coast. This is the time to train staff in a new and improved hybrid live and online course to shake out the cobwebs and drill down on dark horses and news for filing 2021 tax returns.
About 1.4 million Canadians are business owners under the age of 71 who are receiving some form of T4 income from their own companies, and there’s an opportunity to trigger massive tax savings with 7 extra deductions beyond what the RRSP offers. Why should your clients give that hard-earned cash to the CRA when it can be put to work in a tax-sheltered account in their name instead? Learn more at the first annual virtual Pension Conference for Accounting Firm Partners and their staff taking place on November 30, 2021!
Chelsey McEwen, BA, RRC, MFA-P™ shares her experience in perusing her MFA-P™ Philanthropy Designation. She was “looking for a focused approach to more niche planning that isn’t talked about that much in the industry.” It may make good sense for you and your clients too. Here’s why her insights matter:
The global pandemic has driven millions of consumers to online shopping and digital commerce, and that has altered their relationship with tax accounting and financial advisors’ firms too. Will things ever go back to the way they were? Likely not, but here are four important marketing tips that can help you propel your business growth in 2022 from a leading Canadian social media expert.
Jennifer Snyder, CEO of Doyenne Financial hosted a Martini Vent at DAC 2021 where delegates could discuss highlights (the rose), opportunities (the bud) and challenges (the thorn) they have faced over the past year while enjoying a home-made martini with ingredients (in a flashing martini glass) included in the DAC-in-a-box at a fun networking event. Indeed, there were some wisdoms amongst the olives:
