British Columbia’s 2024 Budget Highlights

British Columbia’s 2024 Budget Highlights

On February 22, 2024, the B.C. Minister of Finance announced the province’s 2024 budget. This article highlights the most important things you need to know about this budget, broken into 3 sections:Real EstatePersonal Tax ChangesBusiness Tax ChangesReal EstateHome...
Case 3: Millennial Executives

Case 3: Millennial Executives

Background Millennial couples in executive roles within technology and accounting Growing family of 4 with complex stock compensation plans, hefty tax bills and a desire to build a spiritually rooted, intergenerational legacy not only for their kids but also for many...
Case 2: Millennial Business Owners

Case 2: Millennial Business Owners

Background Millennial Sales Manager-Owner at Chemical company & Spouse Faced with a sudden transition to business ownership and immense corporate and financial complexity They were looking for someone to simplify, educate and provide decision-making guidance...