What Matters is What You Keep - Year End Tax Planning for Investors and Owner-Managers
There is no doubt your clients are interested in knowing how to inflation proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA.
To accomplish the former, advisors must have broader knowledge on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion.
Read More
Canada Training Credit: Learn Risk Free and with Tax Assistance
Investing time and money into new Specialized Credentials or continuing professional develop is an important undertaking and you want to make the most of both. That’s why you’ll want to learn more about the tuition fee amount and the Canada Training Credit (CTC) as potential tax assistance when you take a Knowledge Bureau course.
Read More
A Void Exists in Helping Business Owners with Succession Plans
Are you looking to increase your multi-generation client base? Here’s an obvious need and a huge void: 70% of private company owners in Canada plan to either transfer or sell their businesses when they retire—but many don’t have a plan in place. In fact, almost half plan to pass ownership to the next generation, but of those, 47% of them don’t have a succession plan[i]. You can fill this big void by advising family business and we have a targeted CE course to help you do that.
Read More
Help & Contact: 1 866 953 4769
