This Month’s Poll

Should the Old Age Security clawback start at a lower net income than the current $93,454?   

Employees may claim certain specific expenses of employment on their tax returns, depending on whether the employer will verify this was a necessary condition of employment.

Al Emid, one of three authors along with Evelyn Jacks and Robert Ironside of Financial Recovery In A Fragile World, recently appeared on the financial talk show Money Talks airing on Astor Communications’ station San Diego AM 1450. The broadcast was also carried in the Inland Empire area of California.

A must-read book for anyone who wants to develop the Winner’s Mindset about money and is serious about financial freedom on his or her own terms. Clearing the roadblocks to smooth your financial journey, this book is inspiring, informative and impactful and in some places, truly funny. Order by Apr. 2 to take advantage of our boxes of books special!

Strengthen your wealth advisory services and help your clients better use their precious resources of time and money both now and in the future. Enable a framework for joint decision-making throughout changing life, financial and economic times, with all the stakeholders involved: family members and professional advisors. Sign up today for the free trial!

Come out to meet Director of Operations, Al Gordon and Knowledge Bureau faculty member, Alan Rowell, MFA, DFA-Tax Services Specialist, who will be speaking on Real Wealth Management™ – Tax Efficient Retirement Income Layering at the RRC on April 3.

The March 21, 2013 budget was a significant document, which upon reflection, will require high net worth clients, particularly business owners, and their advisors to rethink wealth, retirement  and estate plans.