06/26/2024
How to start teaching your kids about money early — 7 easy tips digitaljournal.com
Gerry provides his clients with personalized investment strategies that minimizes the payment of income taxes.
His focus is on retirement and estate planning, whilst offering quality advice and exceptional service, all at a reasonable cost
06/26/2024
How to start teaching your kids about money early — 7 easy tips digitaljournal.com
06/11/2024
Last year, there were many announcements for businesses that took effect as of January 1, 2024. These include:
- Changes to mandatory electronic filing thresholds
- Changes to electronic filing for GST/HST registrants
- New reporting requirements for trusts
To help you understand these and other changes, we've pulled together a quick reference tax tip that covers what you need to know.
Here are answers to seven of the top business tax information questions www.canada.ca
06/11/2024
The Bank of Canada's rate cut opens up new avenues for strategic investments, including in the real estate market. Keep an eye on emerging trends and adjust your strategies to benefit from this pivotal change in monetary policy.
06/04/2024
What is a Henson Trust (or disability trust) and is it right for your unique situation?
Estate Planning for Beneficiaries with Disabilities www.raymondjames.ca
05/31/2024
The following checklist is intended to be a guide to help anyone facing the responsibilities and duties of an attorney for property. It is important to consider whether you are naming the appropriate individual for the role.
05/28/2024
Seinfeld on When Money Became Everything awealthofcommonsense.com
In an environment of high tax rates and minimal "tax breaks" for many everyday Canadians, it is to no surprise that many tax practitioners and financial advisors receive questions about how clients can pay less in taxes and write off more of their expenses to reduce their taxable income.
05/13/2024
A life that spans borders provides an uncommon perspective and often a complex financial picture. If you have financial concerns on both sides of the border, Raymond James (USA) Ltd. can help you align the distinct pieces of your financial life with one another. Visit us to learn more.
Your American and Canadian cross-border finances, simplified. www.rjlu.com
04/30/2024
Formerly known as the climate action incentive payment, the Canada Carbon Rebate is available to residents of AB, SK, MB, ON, NB, NL, NS, and PE. Find out your 2024-2025 rebate payments here:
04/26/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year. We have summarized selected highlights of the personal and business tax measures. Click below for more information.
04/24/2024
IMPORTANT: Canada uses settlement date as the cut-off date for tax reporting, so a taxpayer must initiate a securities trade on or before June 20, 2024 to be settled before June 25, 2024.
Planning for Changes to Taxation of Capital Gains www.raymondjames.ca
04/12/2024
An executor is entrusted with carrying out your intentions as expressed in your Will. How do you choose? Should you have more than one? What if you don't have anyone suitable? Learn more.
An executor is entrusted with carrying out your intentions as expressed in your Will. www.raymondjames.ca
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