happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

Jun 03, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

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Podcast: Planning for capital losses with tax-loss selling

May 08, 2020 |Tony Maiorino and Allison Marshall

“Within tax planning, two main aspects are minimizing taxable gains and finding ways to effectively manage losses. It’s here that the strategy of tax-loss selling may be beneficial.”

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Prescribed rate loan planning

Prescribed rate loan planning

Apr 28, 2020 |RBC Wealth Management Services

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

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Accessing tax documents online

Our tax packages are amazing... and online!

Feb 28, 2019 |Dan Rudisuela

Checklists. Summaries. T-slips. This is how you make the accountant in your life happy at tax time.

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The Family Cottage - creating memories or causing conflict?

Aug 10, 2018 |Dan Rudisuela

Leaving the family cottage behind for the next generation to create happy family memories is a loving and generous gift that requires some special planning and consideration.

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Are you leaving money on the table?

May 02, 2018 |Dan Rudisuela

The Tax Free Savings Account turned 9 this year and there are many reasons it should be celebrated.

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Ask yourself these 3 questions

Mar 27, 2018 |Dan Rudisuela

Your answers to these 3 questions will determine whether or not you will be impacted by the proposed changes to private corporation taxes.

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Equity and Growth

Feb 28, 2018 |Dan Rudisuela

Highlights from the 2018 Federal Budget presented February 27, 2018.

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Christmas shopping and contribution planning.... it's that time of year again!

Dec 06, 2017 |Dan Rudisuela

The dates and amounts you need to know for making contributions to TFSA's and RRSP's and ideas on maximizing both.

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