Year-End Tax Planning Strategies
Spurr & Clarke Wealth Partners hosted a webinar in November 2020 sponsored by Mackenzie Investments, our guest speaker was Jackie Power from their Tax and Estate Planning team. During this webinar, multiple year–end tax planning strategies that apply to investors were presented. Various methods for dealing with capital gains and losses to be implemented before year end were also discussed. Examples and actual client situations were provided to give an understanding of the strategies that will help to pay less tax and enter the new year in a more favourable tax position. Please see below for the recording:
