Posts Tagged Tax Planning

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

SNOWBIRDS SHOULD PROTECT THEMSELVES AGAINST THESE RISKS

  SNOWBIRDS SHOULD PROTECT THEMSELVES AGAINST THESE RISKS If you are a Canadian retiree who spends significant portions of the year vacationing south of the ...

Comments Off on SNOWBIRDS SHOULD PROTECT THEMSELVES AGAINST THESE RISKS   |   Posted in Estate Planning,Latest News,Retirement Planning,Tax Planning April 30, 2015

TRANSFERRING YOUR WEALTH TO THE NEXT GENERATION GRADUALLY

  Many people who have minor children or beneficiaries with no money management expertise struggle with how best to transfer their wealth to the next generation without the risk of  their heirs spending it frivolously and depleting the wealth that was accumulated by hard work over ...

Comments Off on TRANSFERRING YOUR WEALTH TO THE NEXT GENERATION GRADUALLY   |   Posted in Estate Planning,Latest News,Life Insurance,Retirement Planning,Tax Planning April 23, 2015

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

TRIGGER PENSION INCOME IF YOU ARE OVER AGE 65

If you are 65 or older, you should ensure that you generate at least $2,000 of eligible pension income each year, even if you do not need the extra income. This will allow you ...

Comments Off on TRIGGER PENSION INCOME IF YOU ARE OVER AGE 65   |   Posted in Latest News,Retirement Planning,Tax Planning March 24, 2015

TFSA CONTRIBUTION LIMIT IN 2015

In 2015, you can contribute a maximum of $5,500 to your TFSA account. You can also carry forward amounts that you have contributed since 2009 and you can deposit amounts that you had withdrawn ...

Comments Off on TFSA CONTRIBUTION LIMIT IN 2015   |   Posted in Latest News,Retirement Planning,Tax Free Savings Accounts,Tax Planning March 18, 2015

Estate Administration Tax – A New Chapter Begins

By Jordan Caplan, BBA, CA, Partner — Assurance & Advisor Earlier this year, the Ontario government announced major changes to the Estate Administration Tax (also known colloquially as “probate fees”) in its annual budget. These amendments are a direct result of Ontarians implementing numerous planning techniques ...

Comments Off on Estate Administration Tax – A New Chapter Begins   |   Posted in Estate Planning,Financial Planning for Business Owners,Life Insurance,Life Insurance,Uncategorized February 07, 2012