Goacher Wealth Management - Investor Resources

Latest Reports

The Navigator - Tax Planning Checklist for Students
The Navigator - Charitable Donations
The Navigator - How the "One Big Beautiful Bill Act" Affects Canadians
The Navigator - Leaving a Legacy
The Navigator - Tax Planning Calendar
The Navigator - Early 2025 Tax Tips
The Navigator - 2025 Handy Financial Planning Facts
The Navigator - Managing the Tax Impact of Realizing Capital Gains in Your Corporation
The Navigator - Tax Planning Checklist for High-Income Earners
The Navigator - Retirement Checklist
The Navigator - Comparing Saving Options
The Navigator - RRSP Quick Tips
The Navigator - Tax Planning Basics
The Navigator - Quarterly Tax Instalments
The Navigator - Helping Your Child Buy Their First Home
The Navigator - Maximizing Impact: Exploring the "Five Ts" of Charitable Giving
The Navigator - Saving for the Purchase of Your Home
The Navigator - Tax-efficient Investing

The Navigator - CRA Tax ID Number for Trusts - FAQs

Personal Tax and Financial Planning

PWC - Tax Facts and Figures - Canada 2024

The Navigator - Your Financial to-do List
The Navigator - Tax Planning Basics

The Navigator - Tax Planning Checklist for High Income Earners
The Navigator - Ten Strategies to Paying Less in Retirement
The Navigator - Income Splitting Checklist

The Navigator - Tax Planning for Persons with Disabilities
The Navigator - Quarterly Tax Instalments

The Navigator - Registered Disability Savings Plan (RDSP)
The Navigator - Registered Retirement Savings Plan (RRSP)

The Navigator - Locked-in Retirement Plans

The Navigator - RRSP Deduction Limit Statement

The Navigator - Borrowing to Contribute to Your RRSP
The Navigator - Spousal RRSP and RRIF
The Navigator - Group Registered Retirement Savings Plans
The Navigator - Creditor Protection of RRSPs and RRIFs

The Navigator - Transferring a Foriegn-Based Retirement Plan to an RRSP
The Navigator - Registered Retirement Savings Plan (RRSP) Maturity Options
The Navigator - RRSP Over Contributions
The Navigator - Registered Disability Savings Plan (RDSP)

The Navigator - Tax-Free Savings Account

The Navigator - RRIF Payments and Withdrawals

The Navigator - Time to Lock-in Historic Low Rates

The Navigator - Introduction to Charitable Giving

The Navigator - Pension Plan Options When You Leave Your Employer

The Navigator - Taxation of Employee Stock Options
The Navigator - Defined Benefit Pension Plans

The Navigator - Defined Contribution Pension Plans

The Navigator - Purchasing Past Service in a Defined Benefit (DB) Plan

The Navigator - Retiring Allowances

The Navigator - Salary Continuance and Company Benefits When You Leave Your Employer

The Navigator - Pension Adjustment Reversal
The Navigator - Reducing Payroll Tax Deductions

The Navigator - Pension Income Splitting
The Navigator - Transferring Future Growth of a Security to Your Spouse
The Navigator - Separating a Joint Account Between You and Your Spouse

The Navigator - Canada Pension Plan

The Navigator - CPP Retirement Pension Sharing
The Navigator - Pension Income Tax Credit
The Navigator - OAS and Other Government Income Sources

The Navigator - Alternative Minimum Tax (AMT)

The Navigator - Tax-Deferred Rollovers Under Subsection 85(1) - Joint Tax Elections

The Navigator - Transferring Capital Losses to Your Spouse
The Navigator - Capital Losses and Tax Loss Selling

The Navigator - Tax Treatment of In-Kind Asset Transfers

The Navigator - Establishing a RESP
The Navigator - Withdrawing from an RESP

The Navigator - Superficial Loss Rules and Planning Strategies

The Navigator - Claiming Losses on Worthless Securities

The Navigator - Capital Losses and Tax Loss Selling
The Navigator - Tax Carryforwards and Carrybacks Checklist
The Navigator - Income Taxes at Death

The Navigator - Canadians Investing in Publicly Traded U.S. Securities
The Navigator - Return of Capital

The Navigator - Home Buyers' Plan

The Navigator - Principal Residence

The Navigator - Flow-Through Shares & Limited Partnerships
The Navigator - Donating Flow-Through Investments

The Navigator - Moving from Canada

Retirement Checklist - Making The Most of your Retirement
Family Wealth Management - 10 Strategies to Build and Protect Your Family's Wealth
The Navigator - Managing the Tax Impact of Diversifying

The Navigator - Donations of Art: What to Consider When Planning for Your Collection
The Navigator - Charitable Donations of Securities

Estate Planning, Trusts and In-Trusts

The Navigator - RBC DS Joint Gift of Beneficial Right of Survivorship - Considerations for Successor Accountholders
The Wealthy Barber on why a DIY approach for executors is often unwise.

Wills & Will Planning
Probating a Will - Probate Taxes for Provinces and Territories
The Navigator - When Should You Review Your Will or Estate Plan?

The Navigator - Multiple Wills
Making a Will: Six Things to Help You Leave a Lasting Legacy

Mind the Gap - Power of Attorney (POA)

The Navigator - Power of Attorney for Financial & Property Matters

Estate Planning Guide

The Family Inventory Guide

Executor/Liquidator Kit for Settling an Estate

The Navigator - Joint Ownership Accounts
The Navigator - Estate Planning for Your RRSP/RRIF
The Navigator - Estate Planning for Your TFSA

The Navigator - Estate Planning for Beneficiaries with Disabilities

The Navigator - Estate Planning for Blended Families

The Navigator - The Financial Impacts of Losing a Spouse

Methods of Transferring Assets in Your Estate

The Navigator - Income Taxes at Death

The Navigator - Succession Planning for Your Canadian Vacation Property

The Navigator - The Family Farm and Will Planning
The Navigator - Living/Family Trusts

The Navigator - Testamentary Trusts
The Navigator - Testamentary Spouse or Common-Law Partner Trusts
The Navigator - Henson Trusts

The Navigator - Taxation of In-Trust Accounts

The Navigator - Changes to Trust Reporting Requirements
The Navigator - Alter Ego and Joint Partner Trusts

US Tax and Estate Planning

The Navigator - U.S. Estate Tax for Canadians

The Navigator - U.S. Estate Tax: Strategies for Canadians With Exposure

The Navigator - Determining Your Tax Residency Status in Canada

The Navigator - Canadian Owners Renting Or Selling U.S. Real Estate
The Navigator - Moving from Canada to the U.S.

The Navigator - U.S. Residency - Canadians Traveling to the U.S.

The Navigator - Foreign Withholding Tax on Dividends from Foreign Equities and American Depository Receipts (ADR)

The Navigator - Canadian Non-Resident Withholding Tax
The Navigator - Are You Thinking of Leaving the US Tax System?

The Navigator - U.S. Estate, Gift and Generation-skipping Transfer Tax
The Navigator - U.S. Foreign Trust Rules for Canadian Trusts

The Navigator - Passive Foreign Tax Compliance Act (FATCA) in Canada
The Navigator - Estate Planning for U.S. Transfer Taxes
The Navigator - Taxation of Canadian Registered Savings Plans for U.S. Persons

The Navigator - Transferring a U.S. Retirement Plan to Your RRSP or RRIF

U.S. Tax Exposure: Broader Than You Can Imagine

Corporate and Professional Tax Planning

The Navigator - Professional Corporations
The Navigator - Investment Holding Companies

The Navigator - Features of Different Business Structures

The Navigator - Retirement and Estate Solutions Using Surplus Cash in a Corporation

The Navigator - Withdrawing Surplus Cash From a Corporation

The Navigator - Taxation of Investment Income in a Corporation

- 2024 Combined Corporate and Personal Tax Rates

The Navigator - Taxation of Business Income in a Corporation

- 2024 Integrated Rates for Active Business Income
The Navigator - Capital Losses and Transactions with your Corporation

The Navigator - Passive Investment Income in a Private Corporation

The Business Owners Guide to Wealth Management
The Navigator - Buy-sell Agreements

The Navigator - Retirement Compensation Arrangement

The Navigator - Selling the Business Checklist

The Navigator - Federal Government Targets Tax Planning Using Private Corporations

The Navigator - Tax Planning Checklist for the Owner-Manager
The Navigator - Salary vs. Dividend Income
The Navigator - Incorporate or Not?
The Navigator - Charitable Donations Through Your Company

The Navigator - Incorporating Your Farm

The Navigator - Selling the Farm and the Capital Gain Exemption

The Navigator - Transferring Your Farm to the Family

The Navigator - Intergenerational Transfers of Family Businesses

Divorce

The Navigator - Financial and Legal Considerations on Relationship Breakdown
The Navigator - Attribution Rules on Relationship Breakdown

The Navigator - Staying on Course: Separation, Divorce and your finances

The Navigator - Marriage Breakdown Tax and Estate Planning Considerations

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