Wilmot George of CI Global Asset Management says crunching the numbers and tax planning before the last business day of the month can greatly reduce a client’s tax bill
TCPs can play a huge role in helping advisors understand an elderly client’s mental capacity and if any financial abuse may be taking place with family members
The new 2024 rate translates into even more sheltered taxable money for incorporated small business owners, who are in the process of transferring their business