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Critical Role for Advisors Requires Knowledge on Capital Gains Changes
The capital gains inclusion rate changes have invoke wide-spread concern about the best ways to preserve assets built over a lifetime to fund retirements and pass down important real estate and business interests. These tax changes will indeed cost average households significantly more money when they dispose of the assets that form the cornerstones of their net worth. Advisors have an important role to play in ensuring that the June 25 trigger date for the higher inclusion rates will not unduly upset retirement and estate plans. Here are five things that can be done:
Building Your RWM™ Office: Meeting of the Minds Live June 5!
Please join the Society of Real Wealth Managers Meeting of the Minds to learn about the benefits of professional collaboration to enhance your value proposition, and how you can build your own Real Wealth Management office of the future on June 5 at 10 am CT. Save the date for this complimentary live, virtual event, and save $500 on program tuition when you enrol in the Real Wealth Manager Program by May 31.
2024 Acuity Conference for Distinguished Advisors – Our Partners!
The Acuity Conference for Distinguished Advisors (DAC) takes place November 10-12 in Montreal, Quebec and we are pleased to welcome the thought leadership of many returning education partners to the stage. These speakers are ready to wow the highly-engaged audience at the only multi-disciplinary conference for professionals in the tax, accounting and financial services. Please join us in thanking these organizations for contributing their thought leadership to this year’s event, and be sure to sign on as a delegate or partner by the June 30 early-bird deadline. Stay tuned as more details, including a comprehensive conference agenda, are coming soon!
