Mid-Summer Reviews: When to Collect OAS and CPP
Did you know that 61% of Canadians are afraid of running out of money during retirement? According to a new CPP Investments survey, that fear is widespread. Yet surprisingly few people understand even the basics of public pension planning. For example, Canadians are not obliged to begin OAS or CPP at age 65. By delaying, they can significantly boost after-tax income and improve retirement security.Evelyn Jacks: Ontario Budget: Tax Planning is Critical for High Earners
Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures.
Estate Planning: Wills Variation – Is It Right to Change a Will?
You live your entire life working and accumulating wealth, and are able to do whatever you like with it during your lifetime – spend, invest it, grow it, preserve it or give it away.
FIRPTA and Capital Gains on the Sale of U.S. Real Estate
More and more Canadians are purchasing U.S. real estate for personal and/or rental use so this is a very important topic to understand before the purchase is made.
What is the Maximum Claim for the Disability Amount?
The maximum federal claim for 2014 is $7,766 per adult dependant.
Tax Expert Cheryl Norton Strategizes With the $800,000 Capital Gains Deduction at DAC
Cheryl Norton brings her expertise on tax-efficient business exits to the 2014 Distinguished Advisor Conference as part of Tax Planning for the BIG Exit: Thinking Big With the $800,000 Capital Gains Deduction.
Bull or No Bull: Can You Tell?
In Managing the Bull, sophisticated (and common sense) insider financial strategies and processes are made easy to understand in a compelling and fun approach.
