AUTHREP Changed July 15
Since July 15, the "Authorize a Representative" service in EFILE, accessed through tax software, will no longer be available. Tax professionals must now use the Represent a Client (RAC) portal to request online access to a client’s account.Prepare Your Staff for the Upcoming Tax Season
Train your staff now in order to prepare accurate T1 tax returns for your clients. T1 Professional Tax Preparation – Basic includes the latest tax changes for 2013 returns. Enrol by November 27 and save $200 on tax deductible tuition fees.
Find the Answers to Your Clients’ Tax Questions Fast
With EverGreen Explanatory Notes, you have a wealth of resources at your fingertips, allowing you to quickly access issues and answers, examples, checklists, and recent court cases in response to your clients’ needs. Try a free demo!
DAC 2013 – Day 1: Global Wealth Management and New Economic Trends
Knowledge Bureau president Evelyn Jacks’ presentation started the first day of DAC 2013, the most successful conference in the 10 year history of this exclusive event for Canadian wealth advisors from coast to coast.
DAC 2013 – Day 2: Make Better Collaborative Decisions While Deepening Client Relationships
Collaborative decision-making was the name of the game for Day 2 of DAC 2013 in Ojai, California.
DAC 2013 – Day 3: Go Back to the Future – Reaching Higher for Bigger Success
Collaborative wealth management — Reaching Higher for Bigger Successes — was the theme for the final day of DAC 2013. The day started with a grim picture of aging demographics.
DAC 2014 RFPs Now Being Accepted
Knowledge Bureau is now accepting RFPs for speakers and topics for the Distinguished Advisor Conference 2014 in the beautiful Texas Hill Country. The theme is Think BIG: Find the Sweet Spots in Wealth Management. Speakers and sponsors are requested to reply by December 15.
