There is a common misconception that Donor Advised Funds (DAFs) are very complex structures and reserved for multi-millionaires. However, DAFs are accessible and can provide a great level of flexibility and significant tax advantages in planning your philanthropic efforts.
Don’t misjudge your portfolio returns by using book value as a goalpost for performance. In this article, we go over the fundamentals of book value and its taxation implications for investors.
In our latest blog, Danica provides a summary of the full life cycle of an estate and the duties of an executor.
We discuss impacts of the new tax legislation surrounding Canadian Controlled Private Corporations.
While there have been many changes announced which may increase a person’s taxes, there is still one legitimate strategy worth considering to reduce taxes – income splitting using a spousal loan.
With any new government, the introduction of new legislations may come as a bit of a surprise, especially in the case of tax laws. While incorporating tax efficiencies should always be considered, the upcoming rates only amplify the importance of planning for high-income earners. In order to effectively navigate the waters, we provide several tax-saving strategies for your consideration.
Alberta's climate change regulatory system, which was due to expire at the end of June, 2015, was extended to 2017, as an interim measure by the newly-elected NDP government.
When considering wealth management options and the resources available, it's important to note that only one portion of the plan deals with asset investment. The big picture ties in other areas that provide you with peace of mind when it comes to your family's well-being, and in addition provides individuals numerous advantages when considering the options available.