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Creating a private foundation is a meaningful way to establish a legacy aligned with your personal values, beliefs, and philanthropic goals....
The recent introduction of Employee Ownership Trusts (EOTs) offers a promising new avenue for business owners to ensure a smooth and tax-efficient transition of business ownership to their employees....
For business owners seeking a strategic, tax-efficient method to secure their retirement while safeguarding their business interests, the Corporate Insured Retirement Strategy (CIRS) offers a compelling solution....
As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate....
At the June meeting, the FOMC announced that they would continue to hold the Fed Funds rate at 5.25%-5.5% for the seventh straight meeting...
May’s CPI delivered a rare downside surprise that the Federal Reserve has been waiting for in Q4, as both headline and core measures came in lower than expected....
A Small Step Towards Easing, a Big Leap in G7 Central Bank Monetary Policy...
Since the last newsletter, we have seen a recovery in stocks, which are now holding near record highs in North America, while expectations of the Federal Reserve easing monetary policy are reducing and yields are trending higher....
In the month of April, inflation reports on both sides of the border showed a moderation from the increases in recent months....
As expected, the FOMC has kept the Fed Funds rate at a 23-year high for the sixth straight meeting and announced a slowdown in the pace of balance sheet runoff beginning in June....
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