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.
Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors: The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.
Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well. I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:
According to a recent report from Statistics Canada relating to enterprises in the first quarter of 2021, there are many businesses thriving in spite of the pandemic. Consider the financial sector which recorded an increase in net income of 11% before taxes, or $3.9 billion. Tax professionals can provide essential front line services to help small business owners thrive and now two new educational opportunities provide credentials and confidence to do so.
The June 15 proprietorship filing deadline is coming up fast, and so is tax audit season right behind that. This year, business owners may find their affairs under CRA’s magnifying glass; particularly if they claimed the CEWS and the CERS. An interesting change in the April 19, 2021 budget will make this process even more daunting.
Looking for new professional development and networking opportunities? Knowledge Bureau was proud to engage students in two outstanding events on May 26 and 27. Here is a synopsis of what you missed to inspire you to mark your calendar as we unveil new complimentary and fun events – stay tuned for details!
Of special interest to financial advisors, RWMs and experienced tax and bookkeeping professionals providing advice to their clients: the new Retirement and Estate Planning Update course is now available and includes the recorded instruction from the May 20 CE Summits. It’s the perfect solution for those who can’t join us on May 20. Graduates earn 30 CE Credits and a full course credit towards the MFA™- Pension & Estate Services Specialist Designation Program. Take advantage of a long weekend special, too:
Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors: The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.
Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well. I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:
According to a recent report from Statistics Canada relating to enterprises in the first quarter of 2021, there are many businesses thriving in spite of the pandemic. Consider the financial sector which recorded an increase in net income of 11% before taxes, or $3.9 billion. Tax professionals can provide essential front line services to help small business owners thrive and now two new educational opportunities provide credentials and confidence to do so.
The June 15 proprietorship filing deadline is coming up fast, and so is tax audit season right behind that. This year, business owners may find their affairs under CRA’s magnifying glass; particularly if they claimed the CEWS and the CERS. An interesting change in the April 19, 2021 budget will make this process even more daunting.
Looking for new professional development and networking opportunities? Knowledge Bureau was proud to engage students in two outstanding events on May 26 and 27. Here is a synopsis of what you missed to inspire you to mark your calendar as we unveil new complimentary and fun events – stay tuned for details!
Of special interest to financial advisors, RWMs and experienced tax and bookkeeping professionals providing advice to their clients: the new Retirement and Estate Planning Update course is now available and includes the recorded instruction from the May 20 CE Summits. It’s the perfect solution for those who can’t join us on May 20. Graduates earn 30 CE Credits and a full course credit towards the MFA™- Pension & Estate Services Specialist Designation Program. Take advantage of a long weekend special, too:
