Latest Blogs
Latest Blogs
Tax tips to know before filing your 2023 income tax
Unlock the secrets to maximizing your 2023 tax returns with our essential guide. From the new Advanced Canada Workers Benefit to crucial deductions for families, ensure you’re not leaving money on the table this tax season.
Don’t lose all your hard-earned money to taxes
It’s essential to manage your tax planning properly – both while you are living and for after your death. You want as much of your money as possible to go to your beneficiaries, not the government. Our article contains three tips to help you do that:
1. Learn how to make the most of the lifetime capital gains exemption.
2. Figure out ways to decrease your end-of-life tax bill.
3. Look into Immediate Financing Arrangements.
British Columbia’s 2024 Budget Highlights
Discover how B.C.’s 2024 Budget introduces a home flipping tax, raises property transfer tax exemptions, and enhances the climate action tax credit. A pivotal shift for homeowners, buyers, and the environment.
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
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...
Case 1: Millennial Physician
Background Within the first 3 years of practice, loans paid off, RRSPs and TFSAs all full and about to transition to a professional corporation. Didn't want to be sold anything they didn't need. Wanted to be educated about all relevant options and be provided...