Year-End Tax Planning Ideas

Posted on November 12th, 2024 in E-Newletters, Education Planning, Tax
The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close.…
Read More

Your Legacy Plan and Charitable Giving

Posted on October 7th, 2024 in E-Newletters, Estate Planning, Tax
Recently, a client wanted to leave all their money to two charities through their Will. They wanted to leave a…
Read More

Passing it on to Your Heirs

Posted on September 9th, 2024 in E-Newletters, Estate Planning, Tax
Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it…
Read More

PLANNING AHEAD EASES TAX AUDIT WORRIES

Posted on April 8th, 2024 in E-Newletters, Tax
A letter arrives from Canada Revenue Agency (CRA). You are being audited. Panic ensues as you wonder what you did…
Read More

YEAR END TAX PLANNING IDEAS

Posted on November 13th, 2023 in E-Newletters, Tax
With the year’s end fast approaching, here are some ideas to minimize your 2023 tax bill. The first idea is…
Read More

TAX SAVING STRATEGIES FOR SOLE PROPRIETORS

Posted on June 12th, 2023 in E-Newletters, Tax
Sole proprietorships are the most basic form of business organization. They are actually an extension of the person and are…
Read More

DEALING WITH A FAMILY COTTAGE

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Tax
When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but…
Read More

WHERE’S THE MONEY?

Posted on March 7th, 2022 in E-Newletters, Estate Planning, Tax
When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were…
Read More

RRSPS, TAXES AND PROFITABLE INVESTING

Posted on February 7th, 2022 in E-Newletters, Education Planning, Investing, Tax
The RRSP deadline for 2021 deposits is fast approaching on March 1st. Some of the basics of the benefits of…
Read More

OPTIMIZING YOUR RRIF

Posted on November 8th, 2021 in E-Newletters, Retirement, Tax
Registered Retirement Income Funds (RRIFs) are one method of drawing an income from Registered Retirement Savings Plans (RRSPs) in retirement.…
Read More