This Month’s Poll
Should the Old Age Security clawback start at a lower net income than the current $93,454?Top Advisors to Discuss Future of Financial Services
Under the theme, Back to the Future, delegates at the DAC (Distinguished Advisor Conference), will explore opportunities to build on past successes and experiences in a changing environment for both tax and financial advisors. Find out how you can win an all expenses paid trip to DAC 2013!
DAC 2013: Larry Frostiak – High Net Worth Investment Strategies: Accumulating Wealth Corporately
Twelve years ago professionals were allowed to incorporate in Canada. Now, huge wealth has accumulated in the retained earnings.
Corporate Tax Bootcamp
Expertly prepare T2 returns and gain a deeper understanding of the business issues and tax options that underlie the integration of the Canadian T1 and T2 income tax returns. Enrol by June 30 for $395 early bird rate.
Starting a New Career?
Put yourself first – learn how paying yourself first will change your life. Read The One Financial Habit that Could Change Your Life today! Buy 3, Get 1 Free.
Summer Learning: Cross Border Taxation
Take some time this summer to sharpen your cross border tax knowledge and become prepared to advise affluent baby boomers on how certain actions they pursue on both sides of the border will affect their tax situation. Try a free trial today!
Assess Your Financial Spending and Savings Decisions to Meet Goals
The Financial Assessment Calculator links your client’s trigger questions about life events, financial events, and economic events with changes needed to get the financial results needed now and in the future. See it in action with the following what-if-scenario and then try it for yourself, risk-free!
