Prepare for New Tax Eroders Before the 2024 Season Begins!
Yesterday’s CE Summit: Year-End Tax Planning was a hit, and it’s only the beginning of the professional development options available from Knowledge Bureau to give you the tools you need to help a variety of client profiles this upcoming tax season. Take the micro-course collection, New Issues in Year-End Tax Planning and join us at the January Advanced T1 Tax Update, which will be held virtually, as well as in Toronto and Calgary. Save on tuition with an event pass, and take note of early-bird deadlines.
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RSVP: Money and You: Seniors Edition Launches November 14 in Winnipeg
In Winnipeg on November 14? The Canadian Foundation for Economic Education CFEE.org want to invite you to a light lunch and launch of an important new financial capability resource from 11:45 AM - 12:45 PM CDT at the Museum of Human Rights in Winnipeg, entitled: Money and You: Seniors Edition. This event will feature guest speakers from the program sponsor, IG Wealth Management, CFEE CEO Gary Rabbior, and by video from Evelyn Jacks, the primary author. A program demo from CFEE COO Kevin Maynard will also be featured.
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Complexity: The Drivers for New Tax & Financial Professionals
If you need answers to complex questions your high net worth families are asking about their income and capital after personal, corporate, trust and cross-border taxation, or when new triggers are driving financial decisions your clients want to make, working with a Real Wealth Manager (RWM™) can help you answer and execute on them. This is particularly so in today’s complex world when financial peace of mind – and answers to tough questions – both are more difficult to come by.
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