Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:Certified Audit Defence Specialists Ready for Post-Season
Close to 150 professional tax and financial advisors from across Canada are now certified to prepare files to defend their clients in the case of audit as a result of successfully completing the Audit Defence Distinguished Advisor Workshop recently held in Winnipeg, Calgary, Vancouver, and Toronto.
DAC 2013: Stig O. Nybo – Reawaken the Super-Saver: Retirement 2063
10,000 boomers are turning age 65 every day in America, but are they ready to retire financially?
Digital Divide Highlights Canada’s Growing Population
Canada is growing! We are now 35,056,064 strong, but there is a digital divide between young and old!
Do Knowledge Bureau Courses Qualify for Insurance Council Credits
Yes, many of Knowledge Bureau’s self-study courses are recognized by Insurance Councils across Canada.
Understanding Synthetic Dispositions – Put-Call Collar
We continue our Synthetic Dispositions series this week with a look at an example of a Put-Call Collar and the effect of the March 21, 2013 federal budget has on reporting requirements.
Are You Prepared to Act as Power of Attorney for a Loved One with Confidence?
You, like millions of others, may have to handle financial affairs for a loved one at some stage or another. You may already be doing so. One way or the other, you have an important responsibility. Join us in Winnipeg for Attorney School, June 1, 2013 for only $99.
