Mark Your Calendar: RSVP by June 15 for DAC, Fall CE Summits
The early bird registration deadline for the 2019 Distinguished Advisor Conference in Puerto Vallarta is coming up on June 15. Be sure to check out the outstanding guest speaker list who will address the theme: Powerful Competition: The Secret to Economic Resilience.
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Newly Updated Course: Provide Expert Help When a Taxpayer Dies
Statistics Canada estimates the deaths in 2017/2018 numbered 142,331, and every single one requires that a final return be prepared and filed. Estate and final returns can be accompanied by a costly tax bill, especially if the client has a significant estate, assets, or savings. That’s where a highly qualified tax specialist comes to the rescue of executors who are responsible for filing the final return of the deceased.
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Financial Planning: Debt, Assets and Tax Change in Retirement
Seniors may be grappling with significant financial literacy challenges in retirement. According to a Statistics Canada study released on April 3, 2019, a greater number of seniors are in more debt than past generations, and one of the big reasons is mortgage debt. Together with higher taxes, “new” retirement income planning requires a close look at the net worth statement, followed closely with tax projections to maximize both income and savings.
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RSVP Now: Knowledge Bureau Grad Ceremony at DAC 2019
A special gala event will honour Knowledge Bureau’s 2018/2019 designates at the Distinguished Advisor Conference November 10-13 in beautiful Puerto Vallarta, Mexico. Sponsored by Cadesky Tax, this gala event will honour those who complete their designation programs by August 15. Conference registration fees conference will be waived for this year’s designates. Those who finish their diploma programs (marking the halfway point in the designation pathway) tuition fees for the conference will be 50% off.
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Avoid Student Debt: Use Your EAPs
Just over 2 Million Canadians are enrolled in post-secondary schools in Canada and about half of them incur debt to get through school. This, according to a recent survey by Maclean’s magazine, which also noted that nearly 2/3 of students don’t have an RESP. That means they have no Education Assistance Payments (EAPs) to fund education costs. Here’s how they work.
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