Kurt Rosentreter Tax Planning Tips Q3 2021
Tax Ticklers . . . some quick points to consider.
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Kurt & Team August 2021 Newsletter
The Power of Asset Consolidation, Permanent Life Insurance, RESP Withdrawals, Political parties’ platforms and their impact on investment taxation, Additional Savings Options for Children, Canadian Inflation, Market Sentiment
Kurt & Team Summer 2021 Newsletter
RESP Grants, The Value of Economic Leading Indicators, COVID-19 Pandemic Travel Insurance, RRIF Conversion – A New Milestone To Discuss, Inflation and Re-Opening, Cryptocurrencies Work Against Interest of Public, RESP Grants
Second Quarter 2021 Tax Planning Tips
Tax Tickler…some points to consider…
May 2021 Newsletter from Kurt and Team
Annual General Meeting for Berkshire Hathaway, COVID-19 pandemic has impacted the insurance industry, Federal Budget, ESG investing, Lost or Unclaimed Financial A ssets, House Sales Activity
Following the 70-per-cent income rule could mess up your retirement plans
Kurt was interviewed in The Globe & Mail to talk about how excessive investment in your principal residence may affect your ability to retire with the cash flow you wish to have. Read more.
March 2021 Newsletter From Kurt And Team
Calculating capital gains for US stocks, Taxation of cryptocurrencies, RESP withdrawals and taxation, Over-contributed to your RRSP?, Personal Tax Returns – Filing, Payment Deadlines & Penalties, High-interest savings, History of the Canada Revenue Agency
February 2021 Rosentreter Team Newsletter
Tired of GICs at Low Rates?, RRSP Deadline, Things to consider before completing your RRSP contribution, Individual and group RRSPs, Tax Slips, RRSP and Home Buyer’s Plan…
First Quarter 2021 Tax Planning Tips
Tax Tickler…some points to consider…
The 2021 Economic Forum Presented by the Top Canadian Economists
Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. We had the pleasure of sitting in this forum again in early January 2021 alongside hundreds of money managers, bankers, advisors, economists, and others.
