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The extension to February 28, 2025, may create additional planning opportunities for donors.

What Does the Charitable Donation Extension Mean for Tax Planning?

Leaving Canada without prudent planning could see assets taxed at rates of more than 50 per cent.

Thinking about Leaving Canada? Here Are the Financial Considerations You Need to Know | Financial Post

Key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.

Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma

John Nicola, Chairman, CEO & CIO, and Ethan Astaneh, Wealth Advisor & Client Relationship Manager of Nicola Wealth are joined by Matthew Baker, Partner, Tax at Baker Tilly Canada discuss the recent capital gains changes in 2024.

To Sell or not to Sell? Tax & Estate Planning 2024 with John Nicola, Matt Baker, and Ethan Astaneh

Explore the implications of the 2024 Federal Budget proposal on Capital Gains Inclusion (CGI) rates as we delve into proactive planning techniques, using a hypothetical case study to illustrate a strategy that benefits investors amidst the impending tax shift. 

Budget 2024: Professionals could “Make Hay” with Capital Gains Planning

John Nicola outlines key strategies and real-life examples to educate investors on recent capital gains changes.

To Sell or Not to Sell

Insights and updates on the latest changes and implications of capital gains regulations and taxation.

Capital Gains

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