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.
Accreditation Details
Accreditation body
Competency
Credits
The Institute/IAFE
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
Alberta Insurance Council
Life Insurance
1.00
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
MFDA (2023-2025)
Business Conduct - Ethics
--
Business Conduct - Non-Ethics
--
Professional Development
1.00
CIRO Cycle 10
Professional Development
1.00
Compliance
--
Course Type:
Passing Grade:
7/10 (70%)
