Capital Gains Reserve The Capital Gains Reserve is a tool that allows individuals to absorb capital gains over several years. Although it can be used Continue reading
Personal Finance
Articles about personal finance issues for Canadians
Transitioning Real Estate
With the release of the 2024 Federal Budget, the Capital Gains Inclusion rate is top of mind for many investors, especially those who invest in Continue reading
When to Talk About Tax Planning
Spoiler alert, plan ahead of time. It may seem like common sense, but as accountants, there’s usually nothing we can do after something has already Continue reading
Talking About Money
We all need to talk about money at some point. This is often easier with a financial professional who has seen a variety of situations Continue reading
Money Feelings
How does Money Make You Feel? Most people would immediately say, “Good,” but does that reflect their true feelings when it comes to money? The Continue reading
What I Learned This Tax Season
The personal tax season is all done! Many of us would’ve been crammed up in the last week before the tax deadline, getting all the Continue reading
Mastering Your Taxes: The Lowdown on Tax Instalments in Canada
Tax season: the annual dance with paperwork, calculations, and perhaps a little anxiety. But fear not! Understanding tax instalments can transform your tax game from Continue reading
Paying Taxes to the CRA
Don’t Fear Taxes Owing to CRA Tax season can be a stressful time for many Canadians, especially if they find themselves owing money to the Continue reading
The Bare Trust Debacle
In this article, we’re going to speak about the Enhanced Trust Reporting Requirements that were supposed to be reportable by March 31st, 2024, the subsequent Continue reading
Demystifying CRA Tax Refunds
Introduction Tax season is often a time filled with anxiety and uncertainty for many Canadians. However, amidst the paperwork and calculations lies a silver lining Continue reading