Today’s wealth managers and financial advisors are being called upon to offer their clients a more holistic approach to retirement - one that encourages exploration and direction beyond money-related questions. That’s important.
Experts and visionaries from all sides of the financial services are now preparing their ground-breaking research for presentations at the Distinguished Advisor Conference, November 5-8 in beautiful Kelowna, British Columbia.
The demand for filing unincorporated small business returns may be a new growth area in the tax preparation industry as both an aging demographic and self-employed millennials choose to make a living this way.
Siegfried Merten, MFA™, Ontario, is Knowledge Bureau’s noted expert on filing returns for recipients of German pensions. He says this about his experience in obtaining his MFA™ designation:
This year, new immigrants include more refugees who need to come up to speed on how to benefit from the many refundable and non-refundable tax credits and deductions available in Canada. You may wish to take a new family under your wing and help them navigate this task.