From RESP to RRSP – An Important Tax Strategy
Congratulations! It’s with great pride that families recently celebrated their university graduates; accolades so well deserved! There are a few things to consider about tax rules as the glasses are raised and grad caps fly. New tax rules, for example, provide a new RRSP opportunity few know about.
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DAC Acuity 2022: How Can You Get More Distance from Your Pension Plan?
When your clients unlock their pension plans in the current environment, they will want to know how to build momentum and the straightest line to growth as they invest for their future. Knowing more about the tax and pension law can preserve wealth; in fact, using a multi-generational approach can make millions of dollars of difference in some cases. Learn more from JP Laporte, CEO, Integris Pension Management Corp, at DAC Acuity 2022 in Niagara Falls, October 16-18.
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Need AIC Credits? We’ve Got Them For You
If you are looking for Alberta Insurance Council (AIC) credits this year, there’s still an opportunity to register for the Advanced Retirement & Estate Planning Course, as featured in the May Virtual CE Summit.
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What Need to Be Filed by June 30?
Did you know that there are three things that have to be filed by June 30? This includes Form RC243 TFSA Return and RC243 – Schedule A – Excess TFSA amounts, as well as the Registered Charity Information Return (T3010). Read on to find out more about the requirements for charities:
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DAC RWM™ Panel Featuring Name in Lights Winner, Ian Wood!
Ian Wood, winner of the RWM™ Name in Lights Contest, joined the Society of Real Wealth Managers™ because he believes in the importance of the multi-stakeholder collaborative approach taught used and enjoys being part of collaborative teams with other members. Ian will be a featured expert on the panel “Planning for Disability: A Multi-Advisory Case Study” along with Kristin Ramlal and Doug Buss at DAC Acuity 2022, October 16-18 in Niagara Falls.
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