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Kurt Rosentreter Tax Planning Tips Q2 2018
Tax tips from Kurt on topics including Digital Currency, Paying Salary to Family Members, Corporate Passive Income, Auto Allowances GST/HST Claims, and the risks of …
Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from roaring stock market and discussed strategic and tactical rebalancing. Read the article.
Comprehensive Tax Planning in 2017
Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning.
What is the ideal retirement portfolio for your 50s?
Kurt commented to The Globe and Mail on retirement and taxes. Read the full article here.
Sudden wealth – how not to blow it
The Globe and Mail interviews Kurt to talk about how to manage people who suddenly find themselves with a lot of money. Read the article.
How boomers living the high life are at risk in retirement
Kurt’s most recent e-newsletter was picked up by The Globe and Mail and Rob Carrick interviewed Kurt for some specific commentary. Read the article.
Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from the roaring stock market and discussed strategic and tactical rebalancing. Read the article.
CPA Ontario Executive Summary Economic Outlook 2016
Kurt attended a presentation at the Economic Club of Canada where the five Chief Economists of the largest Canadian banks gave their forecasts for Canada …
Budgeting, managing debt vital for students heading to university
Kurt was interviewed by CTV to discuss the need for university and college students to keep a budget and manage their finances during these expensive …
Provincial Continuing Education Day for the CPA Association of BC
Kurt gave a key note speech to almost 200 accountants at the provincial continuing education day for the CPA Association of BC. Kurt spoke for …
Replace mutual funds with ETFs to build a better investment portfolio
Read Kurt’s article in the Financial Post on the topic, “Replace mutual funds with ETFs to build a better investment portfolio.” Read the full article.
Financial Facelift column in The Globe And Mail 2015
Kurt was asked to be the financial expert for the Financial Facelift column in The Globe And Mail newspaper. Kurt commented on the finances of …
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