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:

You may have seen Knowledge Bureau in the news recently. Here is a roundup of our recent media mentions!

Worried about your financial future? You don’t have to be. Have the most income today so you can do all the things you most want to do, have confidence and security knowing that you will never run out of money, and comfort in knowing that your portfolio won’t disappear due to normal market fluctuations. Order by Mar. 4 and receive $5 off.

Gain a solid understanding of the fundamentals of succession planning and become a valuable resource to your clients in assisting them with their business succession planning needs.

EverGreen is your in-office research department. Get ready to be more efficient this tax season with the most current information you need just a few clicks away. View the free demo today!

Help us celebrate 10 years of cutting edge professional development and seize the opportunity: be there to think strategically with top advisors at the DAC in Ojai, California, November 10-13, 2013.

Canada's economic growth expected to pick up and accelerate into 2015.