Take in One of the World’s Eight Wonders: RSVP for DAC Acuity by February 29!
RSVP now to attend Canada’s premiere and longest running strategic conference for professionals in the tax, bookkeeping and financial services and lock in low tuition rates available to you - our very best clients - before the end of this month. But hurry, those rates will rise on March 1, and as always, you are welcome to custom-design your payment plan.
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Tax Season 2020: Refunds Not Likely Before March
Filing a tax return is the first (and often most important) financial transaction of the year for most Canadian families. While Canadians love their tax refunds, they won’t start flowing this year until March, as CRA won’t accept your E-filed returns until Monday, February 24 and refunds likely won’t flow until at least March this year. Reality check: tax refunds are a poor financial planning strategy.
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Now Available: Master Your Retirement, 10th Anniversary Edition
Best-selling author Doug Nelson, CFP, CLU, MFA™, RWM™, CIM, is a 27-year veteran of the financial services industry in Canada with a singular vision for his readers: Don’t just “do” retirement…instead “Master Your Retirement”! And he has some upbeat advice for those still worried about the one big question all retirees have.
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Big Issues, Big Achievements, Big Fun at DAC Acuity 2020
The 2020s are starting out in tumultuous fashion. The economic impact of ongoing concerns like climate change, global pandemics, global political risks and local strike actions of various kinds all have impact on financial decision-making. Issues that are much different than decades past require bold thought and bright insights. For these reasons, Canada’s premiere advisors won’t want to miss DAC Acuity 2020, October 28-30 in Niagara Falls. Early registration discounts end February 15.
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Tax Specialists Know T1, T2, T3 Filing: Flexible Study Times Now Available
We know you are about to get really busy, but that’s no reason to stop honing your skills as a multi-dimensional tax specialist. This week, take advantage of a sweet Valentine’s offer to pursue your Certified Tax Practitioner Diploma . . .plus you can start whenever you want. That’s right, your study plan is completely customizable!
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