Dear Members,
Happy Chinese New Year! May the Year of the Rat bring you and your family good health, fortune and greater business!
The weekly bulletin informs members recent initiatives, campaigns and more, so check it consistently to stay up-to-date with ways to grow your business.
Partner Events
In addition to client events, the Platform will organize events for partners of yours who either refer you clients or can help you close a case. One for Accountants is coming up next week with details below:
Charity Lecture on Tax Planning Strategies for High Net Worth and Corporate Clients
- Time & Date: 2pm, Tuesday, February 4th – Open for registration (15 spots only)
Language: English - Participation Requirements:
- Invited guest must be a CPA.
- Member and Guest will each donate $50 to Vancouver General Hospital. Grandtag Financial will collect the funds and submit for your tax receipts.
Follow the Social Media & Event Development group in WeChat for registration and updated news.
20 Secrets that the Taxman Doesn’t Want You to Know
The highly anticipated Chinese version of 20 Secrets that the Taxman Doesn’t Want You to Know is now available to order. It will be priced at $24.99 on Amazon and local bookstores, and sold for the same price at the Client Events.
For Way Members only, if you order 2 copies, you can bring your receipt to Accounting Department to claim a $20 sponsorship. That means you can get 2 copies for only $29.99 – one for yourself, one for your client.
If you want to order more, you can still get the $20 sponsorship for every 2 copies.
- Eg. If you order 4, you will get $40 sponsorship, so the total for 4 books is $59.99.
- Eg. If you order 10, you will get $100 sponsorship, so the total for 10 books is $149.95.
This is to encourage you to do more business and build a closer relation with your clients as the book will help you close cases after your clients read it. As you may already know, the English version is a National Best Seller.
The books are scheduled to arrive next month. First come first served.
Upcoming Featured Trainings
How to do PACs efficiently using WealthLink and opportunities from RRSP – RBC Mike Jackson
This is the second in the training series for the PAC Concept. Find out how to efficiently open 30 PACs over a 3-months period.
Attendance to this training session is mandatory for the extra $2,000 bonus!
Members who have submitted 5 PACs by this date will be able to get an advanced bonus of $100.
Way Insiders’ News: Working with Professional Clients, Doctors, Dentists and more – MDRT Sophia Li
11am, Wednesday, February 5th
Way’s special in-house training will continue to feature Insiders’ News presented by members experienced in a specific field. We will start this year with the presentation by MDRT member Sophia Li, who will teach you how to work with professional clients and close cases on Shared Ownership for Corporate CII. Don’t miss out!
RBC PAC Campaign – $2,000 Lump-Sum Bonus (January to March 2020)
Some members are already getting first dips of this campaign and receiving an advanced $100 for submitting 5 RBC PACs by the training session this Friday, January 31st.
News from ICBC
Have You Completed Your Continuing Education for Annual Filing?
Annual filing may be months away, but it’s not too early to complete your continuing education (CE) credits. All licensees regardless of status are required to complete the CE requirements for their class of licence annually by May 31 as part of their annual filing.
If you are not sure how many CE credits you are required to complete, or what qualifies as technical content, see the Licensee Resources section of Council’s website for more information.
Disciplinary Decisions
Azadeh Hosseini was disciplined for contravening Council’s Rules requiring licensees to complete continuing education (CE) credit requirements. The licensee was found to have failed to complete the minimum CE credits required. The licensee was fined $3,000 and was required to make up the missing CE credits and complete the Council Rules Course.
Events Schedule – February
The Events Schedule for February is attached for your reference.