Coming Soon: Fall Distinguished Advisor Workshops
Register by October 21 for early bird rates for Distinguished Advisor Workshops – fall edition. October marks the official start of “year-end tax planning season,” and this year there are lots of planning concerns for business owner-managers, real estate owners and succession planning. Top industry experts will enlighten you, so you can add value to your client relationships.
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Be Prepared When It Comes to Final Returns
Death is never timely, yet it comes to at least 1% of the population each year. Brushing up on filing requirements and planning opportunities in the year of death can save families thousands of dollars. Now is a great time to take Knowledge Bureau’s Final Returns on Death of a Taxpayer course so you can plan the after-tax consequences of deemed disposition of assets at death for your clients and their heirs.
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CPP Revisions a Good Reason to Learn Professional Tax Efficient Retirement Income Planning
There are lots of changes coming to retirement income planning, together with a whole new focus on how much is enough. . . a question being asked by all generations in the family. That’s why retirement planning is really about multi-generational planning.
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