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Tax Season
Tax Planning Calendar
Early 2023 Tax Tips
2023 Year-end Tax Planning
2023 Tax Preparation Reminders
Sample Tax Package
Foreign Reporting Requirements in Canada Important changes to Form T1135
2023 Handy Financial Planning Facts
2023 Financial Planning for Seniors
The Tax Wise Investor
Wills and Estate Planning
Wills and Wills Planning Maintaining your will throughout your lifetime
Multiple Wills
Estate Planning for Blended Families
Five key questions to consider in wealth planning
Power of Attorney
RRSP/RRIF
RRIF Payments and Withdrawals
RRSP Basics
Create RRSP contribution room for a minor Help your minor child start a savings plan
Spousal Loan Strategy
The Tax-Free Savings Account (TFSA) is a flexible savings vehicle that provides a convenient way to save for a variety of short-term and long-term goals without paying any tax on the investment growth. The links on this page can answer some essential information regarding TFSAs
TFSA
Strategies to incorporate the TFSA into your financial plan
Estate planning for your TFSA
Real Estate Matters
U.S. Estate Tax - Canadians Owning U.S. Real Estate
Canadian Owners renting or selling U.S. Real Estate
Canadian Vacation Property Succession Planning