NAVIGATE TO OUR EPISODES: Setting The Stage Assessing Your Estate Crafting Your Legacy Blueprint 1. Setting The StageMike introduces the concept of legacy planning, emphasizing its importance in leaving a lasting impact beyond financial assets. Gord and Oliver...
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Category: TriCert Financial Group
Trusts Matter: Navigating Changes in Tax Reporting
As they dissect the implications of the new CRA reporting requirements, Mike and Connor highlight the importance of understanding one's role in trust arrangements and the necessity of meticulous documentation. From identifying key players like settlors, beneficiaries,...