Meeting Professional Standards of Conduct
Professionals who are designated specialists are committed to meeting standards of conduct that include professional development annually and an attestation to ethical conduct. Knowledge Bureau designates who have not yet relicensed have the options that follow.
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Economic Statespersons: Leadership at the Next Level
EVELYN JACKS, DMA™, RWM™, MFA-P™, FDFS™, Founder and President, Knowledge Bureau introduces the 2024 Fellows of Distinguished Financial Services and Provides the Vision for their Special Mission.
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15 Sessions, 20 Thought Leaders: The Full DAC Agenda is Revealed!
Mark Your Calendar for the weekend of November 9-12. You’re going to be in for an incredible networking experience, and a 15 session, impactful Education Conference tailored for tax specialists and wealth advisors. Most important, 20 thought leaders will inspire you to re-engage with your prospective clients who sadly, may not be seeking your advice soon enough. It’s the Acuity Conference for Distinguished Advisors (DAC) and the full agenda is now here!
Register by September 30 early-bird deadline – Ask about group rates, how to buy a table and access to VIP Affinity Program rates. Here’s the run of the events:
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Proprietors & Their Audit Risk
The tax filing season 2024 is officially over with 31,247,787 tax returns filed to July 1. The average balance due is $7,572 or over $55 Billion and many of those 7.3 Million taxpayers who owe are proprietors who waited to file until the last moment: June 17. We asked tax and financial professionals in our June poll whether they thought that tax audit risk is a bigger issue now for proprietors. The reviews were mixed but 60% said yes.
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