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How advisors can help gig economy workers avoid costly missteps this tax season
Kurt was interviewed in The Globe & Mail to talk about the ‘gig economy’ and how variable income individuals can reduce tax mistakes through comprehensive planning. Read more.
January 2022 Team Newsletter
Client Focused Reforms, 2022 Economic Outlook, Deferring the Canada Pension Plan (CPP), Tax Free Saving Accounts (TFSA), 2022 Financial Resolutions Checklist, Rising Interest Rates – A Return to Normality?, Definition of an Exchange Traded Fund (ETF), Final Words from Kurt
Kurt Rosentreter Year End Tax Planning Tips 2021
Market Review, Tax loss selling, How to Prepare for Rising Interest Rates, Helping Your Favorite Charity By Donating Stocks Rather Than Cash – A Tax Advantage, Registered Education Savings Plan (RESP), Digital News Subscription
2021 December Year End Team Newsletter
Market ReviewBy Jordan Campbell, CFA Portfolio Manager Tax loss sellingBy Gerdi Lito, CFA Financial Advisor Associate How to Prepare for Rising Interest RatesBy Frank Valicek, CFP, CIM Financial Advisor Helping Your Favorite Charity By Donating Stocks Rather Than Cash – A Tax AdvantageBy Mathew Cain, CIM Associate Portfolio Manager Registered Education Savings Plan (RESP)By Jeton …
