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How Ottawa's hike to capital gains inclusion rate affects trusts

Published: April 30, 2024

While taxes aren’t always a priority for people setting up trusts, advisors warn the higher inclusion rate could change how they’re set up and structured

Source: theglobeandmail.com

Related Topics:

New Zealand GeneralNew ZealandBritish ColumbiaRaymond JamesEthan AstanehAaron HectorWong Group At WellingtonA Raymond James LtdNicola Wealth Management LtdAltus Private Wealth IncLog Increate FreeGlobe AdvisorMackenzie InvestmentsKwong GroupWellington Altus Private WealthNicola Wealth ManagementFinance Department

Advisors rush to revamp tax strategies after Ottawa's surprise change to the capital gains inclusion rate

Published: April 19, 2024

Advisors are working toward a June 25 deadline to help business owners and high-net-worth Canadians deal with - or avoid - higher taxes

Source: theglobeandmail.com

Related Topics:

British ColumbiaEthan AstanehJamie GolombekDarren ColemanBrian ErneweinColeman Wealth At Raymond James LtdNicola Wealth Management LtdLog Increate FreeGlobe AdvisorNicola Wealth ManagementColeman WealthRaymond JamesMackenzie Investments