This Month’s Poll
Should the Old Age Security clawback start at a lower net income than the current $93,454?Evelyn Jacks: When Are You In The Business Of Buying and Selling Land?
Lots of people like to dabble in real estate when markets are hot. But there could be an unintended tax issue which could significantly erode wealth.
Estate Planning: Understanding Joint Tenancy
Joint tenants are often comforted by the doctrine of survivorship – the survivor(s) take the property absolutely upon the death of the other holder(s).
Improve Your Retirement Forecasting
New research tells us doing retirement income projections induces people to increase their savings and feel more satisfied about their retirement savings adequacy. This must-attend live workshop will provide you with the best tools to prepare tax-efficient retirement income projections, and apply income averaging and income splitting techniques on cutting edge calculators using a case study approach. Limited seats available – reserve your spot by September 15!
Know More. Make More.
The financial landscape is constantly changing, and clients are seeking credible, trusted, and expert solutions to meet their complex financial needs and achieve their long term goals. This is why mastery in your field is so important, and Knowledge Bureau can help.
Draft Legislation for February Budget – and More!
On August 29, the Department of Finance released draft legislative proposals that would implement various tax measures introduced in the February 11, 2014 budget as well as other measures including the modernization of life insurance policy exemption tests.
Proposed Exempt Insurance Policy Rules Explained
The draft tax legislation released late in August changes the rules regarding the taxation of the income earned on the savings in a life insurance policy.
