Allison Pepler
Dave Foraie
Lorna Partsch
Talia Jang-Stewart
Tel:
403-750-0852
Address
BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map
Tax Planning Strategies | |
Tax Tips For Investors | |
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning. | |
Canadian Snowbirds and U.S. Income Tax | |
Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules. | |
Managing Your Wealth | |
Registered Retirement Income Funds | |
Estate & Succession Planning | |
Preparing Your Last Will and Testament | |
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts. | |
Estate Information Organizer | |
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
Economic and Market Updates | |
Focus | |
Focus is a weekly financial digest. | |