800 Manulife Place
10180 - 101 Street
#30 - 4005 Clover Bar Rd
Sherwood Park, AB
8725 94 Street
Fort Saskatchewan, AB
422 10 Street
|Knowing how tax rules affect your investments is essential to maximizing your after-tax return. Keeping current with changes to the tax rules is also important to understanding new opportunities could affect the way you structure your financial affairs. We will work with you and your tax professional to ensure that you minimize tax implications
Making your portfolio tax efficient
In evaluating investments for your portfolio, you should consider the impact of income taxes, since not all investment income is taxed in the same manner. Despite the wide range of investments available, there are three basic types of investment income:
Donate appreciated securities
The benefits of making a charitable donation are countless – from helping those in need; to the personal satisfaction we feel when giving something back to a cause we feel passionate about. With proper planning, you can also reduce your income tax liability and maximize the value of your donation. Please click here for more information.
Canadian Snowbirds & US Income Tax
If you are a Snowbird , you should be aware of the potential liability to pay U.S. Income Tax on the same basis as a permanent resident of the U.S.