A Challenge for New Clients: How to Choose a Trusted Advisor
If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:New Legislation: The Economic Action Plan 2014 Act, No. 2
New legislation from the Department of Finance, The Economic Action Plan 2014 Act, No. 2, received Royal Assent on December 17.
Windfall Court Victory for Taxpayer Reveals Hidden Merits of Informal Procedure
Legge v. The Queen (2014) TCC 360
Improving Economic Potential: A Smart Financial Goal
Happy New Year! What’s your “economic potential” in 2015?
Our Readers Are Awesome
Sometimes a little clarification is in order.
Don’t Miss It: Professional T1 Tax Update January 20 - 23
Secure your spot at the Knowledge Bureau’s Comprehensive Day Long Tax Update!
DAC 2015 is Heading to Puerto Vallarta, Mexico
The Distinguished Advisor Conference™ (DAC) will be held November 8-11, 2015 in Puerto Vallarta.
