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.
Knowledge Bureau is pleased to welcome back Investment Executive and Advisor’s Edge as the exclusive media partners for the 2021 Virtual DAC Acuity Conference from October 17-19.
A seasoned philanthropy professional, Kathy Arney has outstanding matchmaking skills. She shares why the MFA-P™ Philanthropy Designation Program helped to improve them.
The May 15 enrolment deadline for the Virtual CE Summit taking place on May 20 is approaching fast. After this, the walk-up rate of $695 applies for all new and returning students. That’s a good reason to act now! But here are 6 more reasons why Retirement, Estate Planning & Budget Updates this May will help you get better results and simplify your efforts with clients.
Need a boost to your spirits these days? Try winning a sweepstakes (and we have a great one for you). It turns out everyone likes to win (including monkeys…seriously!) and there’s plenty of science to back up why.
Linda Baldwin, DFA-Tax Services Specialist™ shares how Knowledge Bureau courses have helped her keep up to date on frequent tax changes she’s required to know to operate a successful tax business. Linda also tell us that a Knowledge Bureau education is a requirement for training any new staff she hires.
The May 20 Virtual CE Summit: The most important virtual summit you can attend to help your clients with their tax, retirement and estate planning for 2021. The federal budget provisions will have an effect on the tactics you need to use for sound retirement planning in a post-pandemic world, and with the height of this tax season behind us, it’s time to look ahead to the future.
Knowledge Bureau is pleased to welcome back Investment Executive and Advisor’s Edge as the exclusive media partners for the 2021 Virtual DAC Acuity Conference from October 17-19.
A seasoned philanthropy professional, Kathy Arney has outstanding matchmaking skills. She shares why the MFA-P™ Philanthropy Designation Program helped to improve them.
The May 15 enrolment deadline for the Virtual CE Summit taking place on May 20 is approaching fast. After this, the walk-up rate of $695 applies for all new and returning students. That’s a good reason to act now! But here are 6 more reasons why Retirement, Estate Planning & Budget Updates this May will help you get better results and simplify your efforts with clients.
Need a boost to your spirits these days? Try winning a sweepstakes (and we have a great one for you). It turns out everyone likes to win (including monkeys…seriously!) and there’s plenty of science to back up why.
Linda Baldwin, DFA-Tax Services Specialist™ shares how Knowledge Bureau courses have helped her keep up to date on frequent tax changes she’s required to know to operate a successful tax business. Linda also tell us that a Knowledge Bureau education is a requirement for training any new staff she hires.
