Advocis Newfoundland & Labrador: Tax Filing Tips & Common Mistakes to Avoid

Tax Filing Tips and Common Mistakes to Avoid

• Thursday, February 16, 2023
• 10:00 A.M. to 11:00 A.M. (NST)

Depending on the circumstances, tax season can bring either joy (tax refund) or dread (tax payable) to Canadians. It is also a time where tax-filing mistakes can leave money on the table. This presentation discusses tax-filing tips and common mistakes to avoid at tax time. At the end of the presentation, advisors will be able to identify discussion points that clients can have with their tax preparers.

Tickets:

As a benefit of membership Advocis Members are able to attend "Tax Filing Tips and Common Mistakes to Avoid" at a complimentary rate. During the checkout use your Advocis ID as the promotional code to unlock the member rate.

• Member: FREE
• Non-Member: $25

Do you need assistance using your Advocis ID in the checkout? We have a short video to assist you.

Deadline to register is February 14, 2023 at 11:30 P.M. (NST)

Presenter:

Wilmot George Jr., CFP, TEP, CLU, CHS

VP, Tax, Retirement and Estate Planning | CI Global Asset Management

Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist. He joined CI GAM in 2015 from a competitor firm where he served as Director, Tax and Estate Planning. Wilmot has been seen and heard in various financial forums and has played an integral role in the development and marketing of wealth planning support, particularly in the areas of tax and estate planning.

Questions:

If you have any questions or concerns regarding this event, please reach out to Advocis Newfoundland at: NL@AdvocisChapter.ca.