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…
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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…
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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…
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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…
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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…
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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…
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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.…
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HEALTHY, WEALTHY AND WISE

Posted on November 8th, 2021 in E-Newletters, Investing, Tax
According to the Financial Consumer Agency of Canada1, good health is determined by mental, physical, and financial wellness. In other…
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USING A TRUST TO AVOID PROBATE FEES

Posted on October 11th, 2021 in E-Newletters, Estate Planning, Tax
When Simon’s father passed away two years ago, he didn’t think much about how his estate would be handled. His…
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MOVING YOUR EMPLOYER PENSION BETWEEN JOBS

Posted on October 11th, 2021 in E-Newletters, Investing, Retirement, Tax
As the pandemic slowly recedes, work-life balance trends emerge. A recent Angus Reid survey revealed that 19% of Canadians would…
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