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Keyword: Tax planning

259 results found
client meeting

Helping clients establish a "hierarchy of withdrawals"

Miniature House on A Financial Graph

The Tax-Free First Home Savings Account offers a high degree of flexibility for prospective homebuyers

retired women

The answer depends on your role

close up of woman counting money with calculator calculations

Consider the strategy now before the rate rises on July 1

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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
huge family portrait with parents and six kids

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