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Four misconceptions about how the federal budget affects corporations

Many professionals and business owners set up funds for their retirement within their corporation to take advantage of the lower tax rate

Mark hollandKevin burkettDebbie pearl weinbergWilmot georgeBurkett coLog increate freeGlobe advisorChartered professional accountantsHealth minister mark hollandAsset managementCanada pension planDeanne gage

Don t rush to sell assets due to higher inclusion rate, experts say

Determining how long the client was going to hold the asset is an important factor in the decision

John oakeyWilmot georgeAaron hectorRudy mezzettaAsset managementIncome tax act

Don t rush to sell assets due to higher inclusion rate, experts say

Determining how long the client was going to hold the asset is an important factor in the decision

Wilmot georgeAaron hectorJohn oakeyAsset managementIncome tax act

What clients want from a successor when their advisor retires

Relationship-based skills may be more important than performance

British columbiaJoseph devaneyKevin burkettDavid milsteadRobert coruzziNadine ahnRachelle younglaiWilmot georgeBrenda bouwAlison macalpineBrianne gardnerNicole ewingErica aliniVelocity investment partners at raymond james ltdCanada revenue agencyBurkett asset management ltd

What to know as RRSP reporting measure takes effect

For the 2023 taxation year, financial institutions must report the year-end fair market value of the property contained in RRSPs and RRIFs

Wilmot georgeDebbie pearl weinbergNicole ewingCanada revenue agencyLog increate freeGlobe advisorAsset management

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