Pre-Budget Consultations Now Underway!
Pre-budget consultations are now underway for this fall’s Federal Budget and Canadians are invited to share their views with Finance Minister Francois-Philippe Champagne through an online survey. Over the next several weeks, the Finance Minister and his team will meet with various stakeholder groups and review public submissions before finalizing the budget.Cross-Border Taxation Issues after Election in U.S.
With the U.S. election results and the subsequent crash of the Canadian immigration site, now is likely a great time to brush up on the rules for cross-border taxation and for U.S citizens living in Canada. Knowledge Bureau covers the subject in its online Cross Border Taxation Course and will also devote a half day to the subject in the May edition of the Distinguished Advisor Workshops.
Life Purpose
"I always like to look on the optimistic side of life, but I am realistic enough to know that life is a complex matter." Walt Disney
After Trump Win: An Opportunity for Advisors to Lead
The Trump win in the US provides an opportunity for professional financial advisors and their clients to come together and review strategies for meeting financial goals in anticipation of global change. Having a great Plan “A” for financial decision-making is critical anytime; but in times of great change a smart and insightful Plan “B” can make all the difference in getting the right long term results.
Three Must-Do Year End Tax Tips
Are you managing your assets with tax efficiency? This year make sure both you and your spouse review your personal net worth statements to ensure your tax advantages are taken advantage of. Here are three tips to consider.
Donations of Flow-Through Shares
This is the time of year that high net worth clients are looking for one more tax saving opportunity before year end. Donations of flow-through shares, commonly available from corporations in the oil & gas, mining and renewable energy sectors, will still be allowed. However, many tax and financial advisors will want to brush up on their knowledge of the subject first.
Tax and Financial Advisors Drill Down at DAW
The most recent Distinguished Advisor Conference tour saw an unprecedented level of deep thought on the integration of the Canadian personal, corporate and trust tax structures as the sustainability of family wealth was under scrutiny in Toronto, Winnipeg, Calgary and Vancouver.
