Tax Tip: The More Obscure Medical Expenses

Are you claiming all the medical expenses you or your clients might be entitled to? 

By all accounts, the newest Distinguished Advisor Workshop, “Retirement and Estate Planning”, recently completed in Winnipeg, Calgary, Vancouver and Toronto was a resounding success. “Who knew there was more to retirement planning than just saving money” stated one participant.

Family conflict, divorce, illness, premature death of key family members in the business. All these issues represent potential threats to precious family relationships and the business itself.

Don't miss the opportunity to experience education differently at DAC 2014. Be sure to register by September 30 – you won't regret investing in yourslef and your practice! Here are 5 BIG reasons to find the sweet spots at DAC 2014....

Are you happy in your work-life balance?  If not, consider the key to your unhappiness:  is it your schedule;  the relationships you have daily with your co-workers; the commute; or  is it the glaring waste of your talents and skills?

Today, the words “Wealth Management” are real to more and more boomer  families, and a holistic approach to managing investments, retirement, succession and tax affairs is in vogue.

Approximately 98% of Canadian business are considered to be “small to medium” sized, and CRA is hoping that personal visits with these enterprises can help to cut red tape, errors, and omissions for an overall smoother, penalty-free relationship with the tax man.