A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
Meet Dan Allen, Certified Financial Planner, Master Financial Advisor- Retirement Income Services Specialist
If you have been shocked to find a balance due rather than a refund, be sure to file your return before midnight April 30 to avoid late filing penalties. This is an important first step in keeping more money, even if you can’t pay your bill immediately.
Meet Kathy Lloyd, MFA Succession and Estate Planning Specialist.
People with presence seem to navigate a room with ease, stopping to talk with others for just the right amount of time before moving on.
With the new Final Returns on Death of a Taxpayer course slated for an April 2015 release, Wayne Blackmere sent his comments regarding the course.