File Taxes Before Benefit Loss
If you still have clients who have yet to file their 2025 income tax returns, they may be cheating themselves. There are benefits which are being left on the table and that’s money they could use.Advise Affluent Families Seeking Tax-Efficient Investment Planning
Establish a strategic and tax-efficient investment income plan that will result in capital accumulations placed in the right hands within the family. Enrol in Tax Strategies for Financial Advisors and earn 30 FPSC-approved CE credits.
DAC: Catch the Early Bird by June 30 and Save $550
Experience an incomparable educational experience at the Distinguished Advisor Conference (DAC) in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.
Powerful Tools to Document Your Client Experience
Provide comprehensive client services through the accumulation, growth, preservation, and transition stages using the 14 innovative calculators in the Client Relationship Toolkit. Try them free!
July 1 - Anti-Spam Legislation Soon the Law – Are You Ready?
Starting July 1, 2014, the new Canada Anti-Spam Law requires businesses to obtain consent from their clients to continue sending email communications.
Online Security an Issue In General, Not Just With Filing Online
Did the Heartbleed security error cause concern about filing online with CRA? 64% of KBR readers said ‘no.’
Minimizing Instalment Payments
The second quarterly instalment for 2014 will be due on June 15. It’s important to minimize that payment and keep your clients’ money invested.
