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.
Does the Canadian economy have the resilience to compete through what is projected to be a prolonged economic downturn? Why does the answer matter so much? Because financial advisors, tax preparers, bookkeepers and others in the financial services are being challenged to bring new value to old roles.
Who will inherit the family business? What will it be worth when time for transition comes? Why is this issue so difficult to discuss? It’s important to engage your successful but soon-to-retire business owner clients in strategic planning now, especially if potential economic downturn is on the horizon.
In an increasingly global economy, more and more Canadians find themselves vacationing, owning property, and earning income in the U.S. If your client has financial stakes across the border, it’s important to know the tax implications associated with them. This can include cross border contract work and owning and renting vacation properties.
Tax knowledge matters. It’s the hot value-add for anyone in the business of providing financial advice. Two new reports highlight why: the tax burden of the average Canadian is significant, and helping your clients understand key tax savings opportunities matters when implementing sound wealth management strategies today.
Good leaders are hard to find. It’s a secret ingredient for business and career growth because these skills can help you navigate the significant changes that are occurring in the economy today. Why does it matter? Because you will be better able to grow a highly engaged team for your mutual success. It's the key reason why the Business Builder Retreat (BBR), this November in Puerto Vallarta, is such an important learning opportunity. You’ll be treated to the wisdoms and experience of Knowledge Bureau author of the course Business Leadership, Culture, and Continuity, Joanne Sigurdson who will be joined by 7 other compelling speakers and holistic health practitioners to enlighten you as you build your strategic leadership skills.
Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”
Does the Canadian economy have the resilience to compete through what is projected to be a prolonged economic downturn? Why does the answer matter so much? Because financial advisors, tax preparers, bookkeepers and others in the financial services are being challenged to bring new value to old roles.
Who will inherit the family business? What will it be worth when time for transition comes? Why is this issue so difficult to discuss? It’s important to engage your successful but soon-to-retire business owner clients in strategic planning now, especially if potential economic downturn is on the horizon.
In an increasingly global economy, more and more Canadians find themselves vacationing, owning property, and earning income in the U.S. If your client has financial stakes across the border, it’s important to know the tax implications associated with them. This can include cross border contract work and owning and renting vacation properties.
Tax knowledge matters. It’s the hot value-add for anyone in the business of providing financial advice. Two new reports highlight why: the tax burden of the average Canadian is significant, and helping your clients understand key tax savings opportunities matters when implementing sound wealth management strategies today.
Good leaders are hard to find. It’s a secret ingredient for business and career growth because these skills can help you navigate the significant changes that are occurring in the economy today. Why does it matter? Because you will be better able to grow a highly engaged team for your mutual success. It's the key reason why the Business Builder Retreat (BBR), this November in Puerto Vallarta, is such an important learning opportunity. You’ll be treated to the wisdoms and experience of Knowledge Bureau author of the course Business Leadership, Culture, and Continuity, Joanne Sigurdson who will be joined by 7 other compelling speakers and holistic health practitioners to enlighten you as you build your strategic leadership skills.
Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”
