Practical Tax Tips to Serve Clients

By Advisor.ca and Investment Executive

As a financial professional, you want to provide clients with tax-efficient planning. To help you do that, this compilation of tax articles and columns from Advisor.ca and Investment Executive, based on expert sources, provides practical ideas and insights related to tax planning.

The articles cover real estate–related tax matters such as property flipping, change in use and joint tenancy; and tax planning related to tax-loss selling, RESPs, tax rates and more.

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability. 

Practical Tax Tips to Serve Clients

Accreditation Details

Accreditation body
Competency
Credits

IIROC Cycle 9

Professional Development

1.00

Compliance

--

The Institute

Product Knowledge

--

Practice Management

--

Financial Planning

1.00

FP Canada

Professional Responsibility

--

Product Knowledge

--

Practice Management

--

Financial Planning

1.00

Alberta Accreditation Committee

Life Insurance

1.00

MFDA

Professional Development

1.00

Business Conduct - Non-Ethics

--

ICM

Life Insurance

1.00

General Insurance

--

Adjuster

--

CSF

Matières générales

--

Insurance of persons

--

General Subject

1.00

Courtage en épargne collective

--

Assurance de personnes

--

FSRA

Life and/or A&S

1.00

Course Type:

PDF

Passing Grade:

7/10 (70%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER