{"id":659,"date":"2022-11-03T20:56:26","date_gmt":"2022-11-03T20:56:26","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/amalfiwealthmanagement\/?page_id=659"},"modified":"2025-06-16T14:07:49","modified_gmt":"2025-06-16T14:07:49","slug":"learning-grotto","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/amalfiwealthmanagement\/learning-grotto\/","title":{"rendered":"Learning Grotto"},"content":{"rendered":"\t\t
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Learning Grotto<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t2025 Corporate Tax Rate Reference Cards\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Click here to download the 2025 Corporate Tax Rate Reference Cards<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tApril 21, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t2025 Personal Tax Planning Cards\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Click here to download the 2025 Personal Tax Planning Cards<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tApril 21, 2025\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tTax-Free First Home Savings Account\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Tax-Free First Home Savings Account<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJanuary 30, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tRRSPs 101\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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An RRSP is a retirement savings account available to any Canadian individual taxpayer under the age of 72 and to which they or their spouse\/common-law partner can contribute \u2014 subject to their respective deduction limits.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tUnderstanding the RRSP Deduction Limit Statement\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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The RRSP deduction limit outlines how much an individual can contribute Groupand deduct for personal tax purposes (plus the cumulative $2,000 overcontribution allowance). RRSP contributions are the amounts individuals have deposited into their RRSPs and which may be deducted for income tax purposes.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tFebruary 13, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tReal Estate and U.S. Taxes: The Cost of Ownership\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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For many Canadians who are not otherwise U.S. persons (\u201cCanadian\u201d), owning property in the U.S. may represent an investment opportunity, a home away from home and an escape from the colder winter months.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tNaming Your Executor: Friend or Pro?\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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A key element of estate planning is choosing an executor, someone you trust to carry out the instructions in your will. To ensure that the administration of your estate is completed efficiently and economically, it\u2019s important to carefully evaluate your needs and choose your executor wisely.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tStart the Conversation: Wealth and Estate Planning for Digital Assets\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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As more of our lives are conducted online, new wealth and estate planning considerations related to the treatment of digital assets continue to develop.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tJanuary 27, 2023\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tDonating Shares: A Tax-Efficient Form of Philanthropy\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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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:<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tNovember 21, 2022\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tCanadian Snowbirds and U.S. Taxes: Avoiding Turbulence\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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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.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tOctober 27, 2022\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tEarlier or Later?
Deciding When to Start Canada Pension Plan Retirement Benefits\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP)<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tOctober 24, 2022\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tRetirement Planning Tips\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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It\u2019s easy to put off retirement planning, but sometimes retirement just happens unexpectedly. It always has a way of arriving sooner than expected. When should<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tNovember 25, 2021\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual\u2019s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. \u202fWellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.\u202f Before acting on any of the above, please contact your financial advisor.<\/p>

\u00a9 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
www.wellington-altus.ca<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Learning Grotto The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax […]<\/p>\n","protected":false},"author":149,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-659","page","type-page","status-publish","hentry"],"yoast_head":"\nLearning Grotto - Amalfi Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/amalfiwealthmanagement\/learning-grotto\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Learning Grotto - Amalfi Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Learning Grotto The information contained herein has been provided for information purposes only. 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