September 18 CE Savvy Summit: Update on New Tax Provisions for 2024 & Beyond
Canadians’ relationship with the CRA’s enlarged department has changed substantially, along with the digital environment it operates under. Add to this a barrage of new tax measures and new powers bestowed on CRA, and it spells Audit Risk. Tax audit defence is now a key component of every professional’s duty to their clients, including financial professionals, who find themselves answering more tax planning questions as tax accountants focus on tax compliance. Come up to speed quickly in the comprehensive CE session at the September 18 CE Savvy Summit Virtual Event, as Canadian best-selling tax author and educator, Evelyn Jacks overviews recent new tax measures for:
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Asset Management: Managing Retirement Fear Factors | Douglas V. Nelson
Ever listened to Canadians on a beach in a far off land thinking about how they can continue to fund their expenses in Canada and abroad? Will they have to sell the home, the cottage or the condo in Mexico to make ends meet? Worse, will new capital gains taxes compound their cash flow problems if they do? These real life decisions would be made so much easier if their financial portfolios could provide a safe haven to cover such unexpected new risks. Join Douglas V. Nelson as he discusses these topics in a session sponsored by BCV Asset Management entitled Managing Retirement Fear Factors at the 2024 Acuity Conference for Distinguished Advisors November 10-12 in Montreal.
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Earn a New Certificate in Lifecycle Transitions Planning
Especially for experienced financial services professionals! Earn a new Certificate in Lifecycle Transitions Planning. Choose 15 from a selection of 80 micro courses with one important focus: to help you engage more effectively in tax-efficient wealth management conversations during this period of significant – and potentially expensive – tax change in Canada. Customize your CE and your business education to scale your business to the next level of growth. Why are CE Savvy™ Micro-Course Collections the educational choice of savvy professionals? Check it out:
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