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Keyword: Tax planning

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close up of woman counting money with calculator calculations

Consider the strategy now before the rate rises on July 1

vintage microphones

Paul Marion will develop a new tax and wealth planning framework for wealthy clients

  • By: IE Staff
  • January 31, 2022 January 28, 2022
  • 09:00
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Complex relationships are increasing the risk of litigation

  • By: IE Staff
  • November 29, 2021 November 29, 2021
  • 15:05
Financial accounting business sheet calculator

Simplified tax reporting was one solution floated in a report by PwC

  • By: IE Staff
  • November 26, 2021 November 26, 2021
  • 10:36
map of the 2021 top marginal tax rates in Canada

As taxes on the wealthy increase, strategies such as diversifying income sources and income splitting can be beneficial

2021 year ending, 2022 coming soon

Dec. 31 is a significant deadline for many tax strategies

Books and money coins in the glass jar zoomed by the magnifying glass on blurred natural green background and added colour filter for financial and education concept

Without a strategy, clients with large plans could be heavily taxed on payments

man reading tablet and writing on paper

The prescribed rate on loans to family members remains set at 1%

  • By: IE Staff
  • September 27, 2021 September 27, 2021
  • 15:15
tax inspector investigating financial documents through magnifying glass, forensic accounting or financial forensics, inspecting offshore company financial papers, documents and reports.

The next step is narrowing the menu of tax possibilities, focusing on measures likely to pass

Calculator pen, balance sheet and statistics for sales and taxes

An NDP proposal from last year calls for an annual tax of 1% on families with fortunes over $20 million