Tax Tip: The More Obscure Medical Expenses

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

Siegfried Merten earned his MFA Designation in 2008 and has remained active with Knowledge Bureau as faculty member and Distinguished Advisor Conference attendee. We are pleased to have Siegfried as one of our distinguished grads.

Doug Nelson is author of the newly released Master Your Retirement and shares these wisdoms for retirement income planning. 

Previously undeducted resource allowances carried forward may have to be reduced under the debt forgiveness rules.

Knowledge Bureau's authors have been well represented across the media this past week – television, radio, print, and live events.

Kevin Gebert, author of Financial Fotographs, shares a brief excerpt from his chapter entitled “Just Coffee”.

Expand your career with a solid understanding of strategic charitable planning and assist your clients with philanthropic goals as part of an overall wealth management plan. Enrol in Investment Strategies in Charitable Giving and save $50.