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.
The role of the tax specialist is an essential service as families must file tax returns to qualify for important social benefits amidst a devastating and stressful global event: the COVID Pandemic. Worse, stressed families face onerous self-assessment procedures for government programs like CERB and the various business loans and wage subsidies. To get the best after-tax results for these families, highly trained tax services specialists must understand investment, retirement, business and estate planning strategies. Only a Knowledge Bureau Education provides all of these elements in its online designation programs.
Knowledge Bureau is pleased to announce the publication of a new certificate course, Personal Pension Planning For Corporate Owner-Managers, by JP Laporte, CEO, INTEGRIS Pension Management Corp and Mark Taucar, CFA, Porfolio Manager, Accilent Capital Management Inc. It’s a must for any advisor who is working with owner-managers or professionals in this challenging pandemic environment.
I had the opportunity to coach one of our Knowledge Bureau instructors this past weekend as she prepared to provide a basic tax and financial literacy lesson to a group of young people. The issue we spent the most time discussing: how to convey and discuss the importance of financial wellness and why that matters especially in these times? The answer required only one word.
Have governments effectively interpreted the financial effect of the pandemic on small businesses across Canada? It’s a question we asked you last month and we got well over 1000 responses. The answer was a resounding no from 96% of you. Here is what you told us...
If you are looking for that next professional development course that will help you provide high-value advice to your financially stressed clients, take the Pandemic Benefits Response Course online to sort through the chaotic myriad of benefits and all their pitfalls. Every professional in the tax, bookkeeping or financial services must know how to do that. Enrol by May 31 save $100.
Now is the right time to start a new conversation about retirement with your clients and give a high-value gift to move it forward. Get your copies of Master Your Retirement, Doug Nelson’s best-selling book – with a special offer.
The role of the tax specialist is an essential service as families must file tax returns to qualify for important social benefits amidst a devastating and stressful global event: the COVID Pandemic. Worse, stressed families face onerous self-assessment procedures for government programs like CERB and the various business loans and wage subsidies. To get the best after-tax results for these families, highly trained tax services specialists must understand investment, retirement, business and estate planning strategies. Only a Knowledge Bureau Education provides all of these elements in its online designation programs.
Knowledge Bureau is pleased to announce the publication of a new certificate course, Personal Pension Planning For Corporate Owner-Managers, by JP Laporte, CEO, INTEGRIS Pension Management Corp and Mark Taucar, CFA, Porfolio Manager, Accilent Capital Management Inc. It’s a must for any advisor who is working with owner-managers or professionals in this challenging pandemic environment.
I had the opportunity to coach one of our Knowledge Bureau instructors this past weekend as she prepared to provide a basic tax and financial literacy lesson to a group of young people. The issue we spent the most time discussing: how to convey and discuss the importance of financial wellness and why that matters especially in these times? The answer required only one word.
Have governments effectively interpreted the financial effect of the pandemic on small businesses across Canada? It’s a question we asked you last month and we got well over 1000 responses. The answer was a resounding no from 96% of you. Here is what you told us...
If you are looking for that next professional development course that will help you provide high-value advice to your financially stressed clients, take the Pandemic Benefits Response Course online to sort through the chaotic myriad of benefits and all their pitfalls. Every professional in the tax, bookkeeping or financial services must know how to do that. Enrol by May 31 save $100.
Now is the right time to start a new conversation about retirement with your clients and give a high-value gift to move it forward. Get your copies of Master Your Retirement, Doug Nelson’s best-selling book – with a special offer.
