There are many tools that can be used for planning during your lifetime and beyond. One common approach is the alter ego or joint partner trust. Click to read on the benefits and drawbacks. For more details, please reach out. Click Here

Alternative Minimum Tax has been in effect since 1986, however, in 2023 the federal budget broadened the impact it may have on high-income earners. To learn more, please click the article. To have a more thorough conversation, please reach out. Click...

In Canada, unlike the U.S., the income tax system is based on Canadian residency status. This articles discusses some of the factors that are considered when determining your residency status for Canadian tax purposes and some potential implications....