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Globe Advisor s Best of 2023: Tax planning takes precedence

Advisors have a key role to play in ensuring Canadians take advantage of the various tax-sheltered vehicles at their disposal, file their taxes properly, and avoid common tax-related mistakes

British columbiaAaron hectorLeslie kelloggChris pooleMichael erezKevin burkettCanada revenue agencyBurkett coUs internal revenue serviceWealth management ltdHodgson russOdlum brown financial services ltdSun life financial investment services canada incLog increate freeGlobe advisorSun life financial investment services

How to reduce an oversized tax bill after being paid as an executor

The growing size of estates means higher executor fees and a spike in income that executors have to report on their tax returns

British columbiaUnited kingdomJanine guentherMichael erezAkua carmichaelAaron gillespieOdlum brown financial services ltdCanada revenue agencyLog increate freeGlobe advisorCanada pension planOld age securityHamilton ontOdlum brown financial servicesVancouver based dixon mitchell investment counselBrenda bouw

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