Trusted Advisors: Help Clients Understand How Much Their Business Is Worth
As boomers start inching towards retirement, the conversation about business succession planning needs to be accelerated. It’s a great opportunity to become your client’s most valuable source of thought leadership and information by helping your clients to understand how much their business is really worth.
Read More
DAC: Join Us Next Week for the Announcement of Our Exciting 2017 Location!
We look forward to welcoming close to 200 delegates at the DAC 2016 Opening Reception in less than one week and announcing our secret 2017 location on Sunday! The topic of discussion at this incredible three-day think tank will be SOAR HIGHER: Plan for Your Greater Potential.
Read More
It’s Not Too Late: Register Now for the Distinguished Advisor Workshop
The Distinguished Advisor Workshops, fall edition, begin Thursday in Vancouver—a great way to earn 10 CE credits and officially start adding value to your client relationships with sound year-end tax planning opportunities. This is your chance to listen to top industry experts, learn from peer-to-peer interactions, and ask your most burning questions.
Read More
Help & Contact: 1 866 953 4769
