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.
For many organizations – especially those in the tax and financial services – now is the time to build team culture in advance of a busy season of client interaction. Success of the team depends on so many factors including the right skills, processes and evaluation. For leaders of the team, there are five essential steps to building team culture in good times and bad.
New data shows that younger generations face a higher tax burden than the generations before them. In addition, they anticipate having to fund a higher proportion of their retirement with personal savings, as few will have pensions or inheritances to fall back on. They will need help from highly trained Real Wealth Managers who understand their fiscal plight and are willing to build long term relationships.
Like many industries today, the bookkeeping, tax filing and financial services are undergoing a major transformation. A key issue that’s emerging: the control of private financial data and after-tax results in a digital world. Highly-trained specialists, can bring big value as financial intermediaries and risk managers for their clients who are concerned about control of their financial records.
Family businesses are facing the most explosive challenge in a generation. A new book by Jenifer Bartman and Evelyn Jacks addresses the challenge head on, and explains how advisors and their clients who are business leaders can defuse this potential time bomb: late succession planning. Advisors can also shore up their professional skills by studying the problem in depth in a new certificate course from Knowledge Bureau.
One important change has been introduced that affects payroll processing in 2019: the rate applied to calculate the maximum Employment Insurance (EI) contribution amounts have been reduced, though benefit amounts remain the same.
It’s been a complex year of significant tax change, and our six-city CE Summit Workshop tour gave many tax and financial advisors a comprehensive refresher to prepare for the upcoming tax season. If you missed it, the 355-page Knowledge Journal can still be purchased. Here’s what our delegates liked best about this sold out event:
For many organizations – especially those in the tax and financial services – now is the time to build team culture in advance of a busy season of client interaction. Success of the team depends on so many factors including the right skills, processes and evaluation. For leaders of the team, there are five essential steps to building team culture in good times and bad.
New data shows that younger generations face a higher tax burden than the generations before them. In addition, they anticipate having to fund a higher proportion of their retirement with personal savings, as few will have pensions or inheritances to fall back on. They will need help from highly trained Real Wealth Managers who understand their fiscal plight and are willing to build long term relationships.
Like many industries today, the bookkeeping, tax filing and financial services are undergoing a major transformation. A key issue that’s emerging: the control of private financial data and after-tax results in a digital world. Highly-trained specialists, can bring big value as financial intermediaries and risk managers for their clients who are concerned about control of their financial records.
Family businesses are facing the most explosive challenge in a generation. A new book by Jenifer Bartman and Evelyn Jacks addresses the challenge head on, and explains how advisors and their clients who are business leaders can defuse this potential time bomb: late succession planning. Advisors can also shore up their professional skills by studying the problem in depth in a new certificate course from Knowledge Bureau.
One important change has been introduced that affects payroll processing in 2019: the rate applied to calculate the maximum Employment Insurance (EI) contribution amounts have been reduced, though benefit amounts remain the same.
It’s been a complex year of significant tax change, and our six-city CE Summit Workshop tour gave many tax and financial advisors a comprehensive refresher to prepare for the upcoming tax season. If you missed it, the 355-page Knowledge Journal can still be purchased. Here’s what our delegates liked best about this sold out event:
