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Ten Steps to Being an Executor

You have been appointed the executor of a deceased’s estate. If you accept the appointment, here is a quick list of things to consider.

Jerome Roth
January 16, 2020 | View Post

Tax Planning for Canadians Turning 65

If you are a Canadian that is turning 65, how you file your personal taxes is changing. Find out more about how it impacts your RRSPs, CPP and more.

Jerome Roth
January 16, 2020 | View Post

Canadians Selling US Real Property

If you are a Canadian resident selling a US property, it can impact your taxes. We have some helpful tips to make the sale easier.

Jerome Roth
January 16, 2020 | View Post

Canada Learning Bond

The Canada Learning Bond (CLB) is money that the Government adds to a Registered Education Savings Plan (RESP) for children from low‐income families.

Jerome Roth
January 17, 2018 | View Post