A2C-client-friendly-logo-248x186

Whether it’s a divorce, change in citizenship or being part of a target demographic, your clients worry their unique circumstances will make it harder to save on tax.

Show them how you can help address their challenges.

While their circumstances are different from those of many of their peers, you can help them understand their attendant tax issues are by no means unsolvable.

Give some guidance on their situations with these articles:

Divorce can create taxing problems

Extra tax for the expat

5 ways to pay less tax on U.S. property

Saving tax as a mature student

Understanding the new wealth surtax

Dispute an unfavourable tax assessment

Simply choose which stories you’d like to pass along to particular clients and use the email function. Now you can kick-start the conversation tax.

And, don’t miss our special Tax-Saving Strategies package. It’s featured on AdvisorToClient through mid-April.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca