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Sneak Peek! Add Tax Consultancy to Your Services
As the owner-manager of a thriving tax preparation, bookkeeping, accounting or financial services practice, your future success is dependent upon the knowledge and skills of your team, especially with technological advances. It's time to go beyond the basics and learn more about providing tax consultancy services. The newly updated Intermediate Personal Tax Preparation can help!
Succession Planning: It Hinges on Leadership Development
As Canadian baby boomers retire, it’s been estimated that $10 Trillion in small-business assets will change hands in Canada over the course of a decade*. We’re entering the peak point of this transition, according to economic forecasting, between now and 2025. Canadian business owners, in particular, have a lot to lose, if their succession planning is left on the back burner: their retirement security.
Avoid Tax Traps: Estimate Your 2018 Taxes Due
The June 15 tax filing deadline for proprietorships is just around the corner. But, there’s another problem soon to befall delinquent taxpayers: the tax collector is coming if you haven’t paid up, and you can expect a “no excuses” approach.
The Impact of Change: Retirement Planning Services Must Evolve
The transformation of the CPP, new income splitting rules for family business and more are changing the retirement planning game, and a new study shows that clients find the most value when their tax or financial advisors make retirement-related services a priority.
