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No Drama: Plan for a Smooth Family Business Succession

Download this PDF here. Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next. Yet family ...
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Highlights from the 2024 Federal Budget

The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading ...
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2024 Tax Resources

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards 2024 ...
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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.
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Understanding the New Reporting Requirements for Trusts

Originally introduced in 2018, new and enhanced reporting requirements (the “new reporting requirements”) are expected to be implemented for trusts that have a taxation year ...
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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). The question often ...
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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’s 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.  Wellington-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.  Before acting on any of the above, please contact your financial advisor.

© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.

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