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Year-End Tax & Investment Strategies Amidst Change
Year-end tax and investment strategies for individuals and small business owners in the context of the current environment has significantly changed. Think AMT on donations and intergenerational transfer rules that can increase tax risk in 2024. Learn more from Evelyn Jacks and special guests Alan Rowell and Carol Willes at the November 1 Virtual CE Summits. A comprehensive full day virtual event, the CE Summit also includes access to a comprehensive new CE Savvy Collection Entitled New Issues in Year End Tax Planning and up to 15 CE Credits. Check out the agenda below and register by the October 15 early-bird deadline!
DAC 2023 – Register by September 30 and Meet our Illustrious Silver Partners
There is still time to register for DAC November 12-13 at the beautiful Banff Springs Hotel. Save Money - early registration ends September 30. The organizations and thought leaders that represent them at DAC 2023 will keep the insights rolling, and we give special thanks to Moodys Tax Law and Cadesky U.S. Tax for partnering with us. Now, just imagine being live and in person with renowned tax specialists Kim Moody and Dr. Dean Smith who will unwind tax complexity for you. But you’ll want to attend special ice breaker event open to all attendees for a few laughs first! Check out the educational content and all the fun networking events:
Get IIROC Credits Before Year End!
Looking for IIROC credits before year-end? Knowledge Bureau is pleased to have 3 professional CE options available to earn both PD and compliance credits before year end. Check out the RWM™ program (xx PD credits), the MFA-P™ (xxx credits) and the new Certificate Course, Navigating Privacy Issues (10 Compliance Credits). These outstanding programs are well reviewed (see below) and can be taken anytime, 24/7 online in the convenience of your home or office. Plus, save an additional $75 on tuition when you register by the next session intake date: October 15.
DAC Acuity 2023: What Makes an Advisor of the Future?
Advisors of the future need to focus on three things, at least if you ask three of our gold partners who will be speaking at DAC Acuity 2023. The keys to success are building transformative teams, finding the secrets to simplicity in complex planning, all the while understanding and balancing your lifeload. Sound like a lofty goal? Join us to hear from the thought leaders who will help break down these strategies November 12-14 in Banff. Early-bird registration ends September 30.
