Posts Tagged financial planning

DONATING SECURITIES IN KIND

   

Comments Off on DONATING SECURITIES IN KIND   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News October 27, 2017

AFP FUNRAISING DAY

  It was an honour for me to speak at the AFP Fundraising Day 2017 in Toronto.

Comments Off on AFP FUNRAISING DAY   |   Posted in Charitable Giving,Estate Planning,Investments,Latest News,Tax Planning June 16, 2017

TESTIMONIALS FROM CLIENTS OF TINA TEHRANCHIAN

   

Comments Off on TESTIMONIALS FROM CLIENTS OF TINA TEHRANCHIAN   |   Posted in Financial Planning for Business Owners,Investments,Latest News,Tax Planning June 08, 2017

TINA TEHRANCHIAN

Tina Tehranchian

Comments Off on TINA TEHRANCHIAN   |   Posted in Latest News April 21, 2017

GUARANTEED INCOME IN A LOW INTEREST RATE ENVIRONMENT

  Interest rates in Canada rose fairly steadily from 1957 to 1981* with the prime lending rate reaching an all-time high of 22.75% in August of 1981. From that point on, Canadians experienced a declining interest rate environment from 1982 to 2012. While this has been ...

Comments Off on GUARANTEED INCOME IN A LOW INTEREST RATE ENVIRONMENT   |   Posted in Latest News,Life Insurance,Retirement Planning,Tax Planning April 09, 2015

PLAN YOUR CHARITABLE DONATIONS BEFORE YEAR END

  To be able to claim a tax credit for charitable donations on your 2015 tax return you need to make your donations by December 31, 2015. Donations made to charities in Canada are eligible for a charitable donation tax credit. The first $200 of your ...

Comments Off on PLAN YOUR CHARITABLE DONATIONS BEFORE YEAR END   |   Posted in Charitable Giving,Estate Planning,Latest News,Retirement Planning,Tax Planning March 30, 2015

ARE LOWER OIL PRICES HERE TO STAY?

While oil prices have seen their third largest decline since World War II, and one of the most dramatic ones in recent history, other commodities have also been gradually declining in price in recent months. Most experts foresee that this weakness in commodity prices will ...

Comments Off on ARE LOWER OIL PRICES HERE TO STAY?   |   Posted in Financial Planning for Business Owners,Latest News March 10, 2015

Less regulation tops advisor wish list for 2015

In the second part of a two-part series, Kanupriya Vashisht delves into what advisors are wishing for next year. The next thing on the wish list of the BC Director of CFIB are lower corporate taxes for small businesses. Richard Truscott says ...

Comments Off on Less regulation tops advisor wish list for 2015   |   Posted in Business Succession Planning,Financial Planning for Business Owners,Latest News,Tax Planning March 10, 2015

U.S. FOREIGN ACCOUNT TAX COMPLIANCE – FATCA

Canada and the United States signed an intergovernmental agreement regarding U.S. Foreign Account Tax Compliance (FATCA) on February 5, 2014. Effective July 1, 2014, there are disclosure requirements that Canadian financial institutions need to ...

Comments Off on U.S. FOREIGN ACCOUNT TAX COMPLIANCE – FATCA   |   Posted in Latest News,Retirement Planning,Tax Planning March 10, 2015

Accelerated Capital Cost Allowance for Manufacturing and Processing Equipment

To further stimulate the manufacturing sector, the 2011 federal budget proposed to extend applicability of the 50% straight-line method (this temporary incentive was in place from March 18, 2007 to the end of 2011) to acquisitions made in 2012 and 2013. With the continued application ...

Comments Off on Accelerated Capital Cost Allowance for Manufacturing and Processing Equipment   |   Posted in Financial Planning for Business Owners,Tax Planning November 28, 2011