During tax season, the last thing you want is to miss out on savings for your clients. But that can be hard when they all have different lifestyles, professions and circumstances.
To help, we’ve put together some quizzes that outline how to help Canadians with unique needs. Check them out and go through them with clients.
Also, here are some additional articles.
Originally published on Advisor.ca
Published at Tue, 14 Feb 2017 14:59:06 +0000