News

Federal Budget Commentary 2024

A brief summary of the tax implications from Budget 2024.

Topic: News & Updates
May 2, 2024 | View Post

Income Tax Issues – Working in the US

With more and more employment opportunities now available in the US, it is important to consult a professional to ensure you are tax compliant on both sides of the border.

Jerome Roth
Topic: Personal TaxesUSA & International
May 2, 2024 | View Post

6 Can't Miss Personal Tax Tips

Looking at some of the most important things impacting your 2023 personal tax return including working from home, real estate cautions & possibilities, CRA interest rates, and UHT & bare trust reporting.

Jared Pilon
Topic: Personal Taxes
April 2, 2024 | View Post

Insurance = Generational Wealth

According to recent statistics, 22 million Canadians have some kind of life insurance policy in place. Are you one of them?

Jared Pilon
Topic: Estate PlanningRetirment PlanningSuccession Planning
February 28, 2024 | View Post

Successful Succession Planning

Remember, implementing a plan early and revising it often (when major life events occur) will ensure that you are positioned to preserve your financial legacy.

Jared Pilon
Topic: Succession Planning
January 30, 2024 | View Post