What’s Financial Planning

We've put together a powerpoint presentation and video about Financial Planning.
June 13, 2018/by Angelina Hung

Small Business Tax Changes Campaign

We've put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.
May 30, 2018/by Angelina Hung

Small Business Tax Changes Presentation and Video

We've put together a powerpoint presentation about the small business tax rules. You can use this at a seminar with your small business owner clients, accountants or incorporated professional clients.
May 24, 2018/by Angelina Hung

Tax Series: Passive Investment Income Calculator

This week, our focus is on passive income and how much it can affect your small business limit and we’ve created a tax calculator that can be inserted into your website.
May 16, 2018/by Angelina Hung

Tax Series: Structuring Universal Life

This week, our focus is on passive investment income and limiting access to the small business tax rate.

For an advisor if you’re discussing this with a business owner or incorporated professional, here are the key points you should include:

The government is limiting access to the small business tax rate effective January 1, 2019, therefore it’s time to act now and review your situation.
Let’s review the type of assets your corporation currently holds and the treatment of these assets under the new measures.
Look at possible solutions including: Corporately-held life/critical illness insurance, Salary/Dividend payout, Individual pension plans and Deferred capital gains.
May 3, 2018/by Angelina Hung

New Tax, New Insurance Opportunity: The Passive Investment Income Limit

This week, our focus is on passive investment income and limiting access to the small business tax rate.

For an advisor if you’re discussing this with a business owner or incorporated professional, here are the key points you should include:

The government is limiting access to the small business tax rate effective January 1, 2019, therefore it’s time to act now and review your situation.
Let’s review the type of assets your corporation currently holds and the treatment of these assets under the new measures.
Look at possible solutions including: Corporately-held life/critical illness insurance, Salary/Dividend payout, Individual pension plans and Deferred capital gains.
April 26, 2018/by Angelina Hung

Insurance planning opportunities considering the new small business tax changes

Since the small business tax changes will be effective January 1, 2019, a discussion and plan should be prioritized now, since 2018 will be the “prior year”  of 2019. This is a good opportunity to talk to your business owner clients, incorporated professionals and accountant centres of influence about how life insurance could be a possible solution to “solve” these potential problems.
April 19, 2018/by Angelina Hung

Saskatchewan Budget 2018

The 2018 budget for Saskatchewan was announced by Donna Harpauer, Finance Minister, giving details of an anticipated deficit of $365 million for 2018-19 but surpluses for subsequent years. Learn about the details.
April 14, 2018/by Angelina Hung

Tax Calculator

April 30 is around the corner, a tax calculator that you can put on your website.
April 8, 2018/by Angelina Hung

Nova Scotia Budget 2018

The 2018 budget for Nova Scotia was announced on March 20, 2018 and has a particular focus on the province’s continuing investment in healthcare and education.
April 3, 2018/by Angelina Hung

Alberta Budget 2018

The 2018 budget for Alberta focuses on the diversification of its post-recession economy, with the aim of creating more stability and less vulnerability to future fluctuations in oil prices.
April 3, 2018/by Angelina Hung

Ontario Budget 2018

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa.
March 29, 2018/by Angelina Hung