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.
There are some important reasons to talk to your clients over the next 10 days, from a tax point of view. Advisors who want to enhance their value propositions will want to discuss the 16 tax compliance and planning milestones that may impact their finances now until the end of the year.
September marks the start of a new school year. Please be sure you mark your educational calendar for continuing professional development and staff training needs this fall. For your clients, consider the tax filing milestones described above.
If you are new to Knowledge Bureau, it may be important for you to understand the Standards of Conduct and Proficiencies we have for our esteemed designates who are professionals in their fields.
Is the next recession just around the corner? This week, as G7 leaders grappled* with both jittery stock markets and potential recessionary winds, the talented speakers at the 16th annual Distinguished Advisor Conference (DAC) are preparing to challenge financial advisors to consider how resilient their clients’ financial affairs will be in this time of political and economic uncertainty.
Michelle Crouse, Wealth Advisor and regular attendee of the Distinguished Advisor Conference (DAC) shares some of the highlights and provides insight on how learning from the DAC speakers has helped her in her practice.
We are pleased to offer our current and prospective students a new way to pay for their tuition fees with Knowledge Bureau, and avoid expensive credit card fees. E-Transfer is now an available payment option for online studies or in-class add-ons. It’s a convenient option to help you keep credit card balances down, too.
There are some important reasons to talk to your clients over the next 10 days, from a tax point of view. Advisors who want to enhance their value propositions will want to discuss the 16 tax compliance and planning milestones that may impact their finances now until the end of the year.
September marks the start of a new school year. Please be sure you mark your educational calendar for continuing professional development and staff training needs this fall. For your clients, consider the tax filing milestones described above.
If you are new to Knowledge Bureau, it may be important for you to understand the Standards of Conduct and Proficiencies we have for our esteemed designates who are professionals in their fields.
Is the next recession just around the corner? This week, as G7 leaders grappled* with both jittery stock markets and potential recessionary winds, the talented speakers at the 16th annual Distinguished Advisor Conference (DAC) are preparing to challenge financial advisors to consider how resilient their clients’ financial affairs will be in this time of political and economic uncertainty.
Michelle Crouse, Wealth Advisor and regular attendee of the Distinguished Advisor Conference (DAC) shares some of the highlights and provides insight on how learning from the DAC speakers has helped her in her practice.
We are pleased to offer our current and prospective students a new way to pay for their tuition fees with Knowledge Bureau, and avoid expensive credit card fees. E-Transfer is now an available payment option for online studies or in-class add-ons. It’s a convenient option to help you keep credit card balances down, too.
