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What three tax experts expect Ottawa to include in next week s federal budget

An update on the alternative minimum tax and incentives for seniors and small business owners are some of the measures expected in the federal budget set for release on April 16

Wilmot georgeJohn watersBrian erneweinScientific researchExperimental developmentCanada national tax centreHouse of commons standing committee onLog increate freeGlobe advisorNational taxCanada pension planQuebec pension planLiberal partyCommons standing committeeAsset management

How year-end tax planning can help Canadians keep more money in their pockets

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

Wilmot georgeBrenda bouwRob carrickKash pashootanMatt lundyBrenda hiscockFinancial partners incCanada revenue agencyLog increate freeGlobe advisorLinkedin liveAsset managementCanadian securities administratorsDeanne gageObjective financial partnersFirst avenue investment counsel

Common pitfalls when bringing your U S retirement accounts to Canada

How to bring 401(k)s and IRAs north of the border

Terry ritchieWilmot georgeUs internal revenue serviceCanada revenue agencyIncome tax actAsset managementCardinal point capital managementSalvatore de cillisRevenue servicePayable canadianJacqueline power

The art of RRIF withdrawals | Investment Executive

Helping your clients decide how much to take out, and when, involves many variables

Darren bastaracheWilmot georgeJason heathFinancial partners incObjective financial partnersCanada pension planAsset management

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

Wilmot georgeCanada revenue agencyEstate planning

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