Start the Conversation: Wealth and Estate Planning for Digital Assets
As more of our lives are conducted online, new wealth and estate planning considerations related to the treatment of digital assets continue to develop.
Donating Shares: A Tax-Efficient Form of Philanthropy
When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, clients should address the following questions:
Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence
Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This article looks at how spending extended periods in the U.S. can subject Canadians who are not otherwise U.S. taxpayers (i.e. U.S. citizens or green card holders) to U.S. taxes and how they can limit their exposure to such.
Earlier or Later?
Deciding When to Start Canada Pension Plan Retirement Benefits
Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP)
Retirement Planning Tips
It’s easy to put off retirement planning, but sometimes retirement just happens unexpectedly. It always has a way of arriving sooner than expected. When should