Refugee Crisis: Talking Philanthropy with Your Clients
Canadians donated close to $11 billion to charity in 2010 according to Statistics Canada. Becoming more philanthropic and giving more to causes that are important to them, like the current refugee crisis or environmental issues, should be top of mind in year-end tax planning conversations, given the significant tax rewards associated with giving.
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From Transitions to Year-End Planning: Business Growth and Group Rates Featured at Fall DAW
Mark your calendar for the last week of October. Knowledge Bureau’s Fall Distinguished Advisor Workshop (DAW) promises some exciting and educational programming on issues your business clients commonly face.
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Distinguished Advisor Workshops Focus on Tax Strategies for HNW Clients
Especially for experienced tax and financial advisors, unique planning opportunities with Canada’s top experts will provide 10 CE/CPD Credits and access to 2015 tax calculators.
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