The 4 Ds of tax planning
Taxes are hard. Even Einstein had problems with them and he was a genius. But we've got good news, if you strip it back to the essentials, you can sum up a good tax strategy in four words.
Taxes are hard. Even Einstein had problems with them and he was a genius. But we've got good news, if you strip it back to the essentials, you can sum up a good tax strategy in four words.
Now that you’re retired, you have a fixed amount of money to use for the next 30 (or more) years. That bank account doesn’t ebb and flow anymore, it only drains. For the right couple, income splitting can help you save money without affecting your lifestyle.
Providing for a disabled child can be a lifetime job. But what happens after that? Henson Trusts are designed to help you make sure your child is taken care of even when you're not there.
Determine your pension income splitting eligibility with this easy to follow guide on what pensions you can split, who you can split them with, and how to do it.
Meeting your accountant at tax-time isn’t just showing up, running the numbers, and then leaving. Or at least it shouldn’t be. While you may walk away with a tax refund, you’ll be missing out on much more – like a plan to minimize the impact of taxes on your income. To help you take advantage of everything your accountant can do for you, we’re going to cover 5 questions you can ask to open up the conversation and get the most out of your experience.
Why you should make a plan now for keeping the family cottage in the family.