Back to School Tax Breaks
Like tax season, back-to-school season rolls around annually with certainty. But in today’s inflationary environment, the start-up costs for getting the family organizing for the school year may seem daunting. The good news is that tax and financial advisors can help clients understand their tax planning options and manage all the receipts that can lead to tax breaks later in the spring during tax filing time. Here’s a primer of topics you may wish to discuss:Underground Economy: Teaching to the Perils Part of a Professional’s Role
The Underground Economy (UE) is a significant global problem that causes economic erosion for all participants in the financial eco-system. However, it also presents an opportunity for professional tax and financial advisors to rise to the occasion in educating their clients on the issue.
Working The Room Works. . .And It Takes More Than Just A Firm Handshake
Look for Catherine Bell under the big sombrero. The featured guest speaker at this year’s Distinguished Advisor Conference (DAC) and author of the bestselling book, Empower Your Presence, is an expert on workplace protocol, etiquette, and professional image management, who understands the complexities of doing business in today’s competitive marketplace.
Academic Calendar For Tax And Financial Advisors
What are your plans for the rest of the year? Don’t know? Well, Knowledge Bureau has set dates for our fall and winter workshops as well as summer and fall online training dates.
Reminder: Some Clients Will Win UCCB Lottery July 20
If you have not already done so, this is an excellent time to contact your clients who are eligible for the Universal Child Care Benefit (UCCB) to let them know about the increase in the benefit made effective in the April 21 federal budget, as well as the lump sum that may be coming their way on July 20, 2015.
T1 Course Uses “Thought Provoking Scenarios”
When it comes to enhancing and updating your skills, there is never a downside to a refresher. That’s what Diane Elliott, who is four courses into her Distinguished Financial Advisor (DFA) – Tax Services Specialist, strongly believes.
Assisting Exit-Ready Businesses
More than one million small businesses in Canada contribute somewhere between 25% and 41% to Canada’s GDP. These small enterprises also account for almost 78% of all private jobs created in Canada and about 70% of the total labor force1. This market is a sweet spot for advisors in the tax and financial services industry who are ready to provide education on recent tax changes and new planning opportunities.
