People who hold joint accounts with parents or children might breathe a sigh of relief following proposed changes to the rules around bare trusts. Key takeaway: Bare trusts won’t have to file a T3 return for the 2024 tax year. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Greg Bonnell to help explain the changes.
We all want to save on taxes. That can feel even more important in retirement. Having spent so many years building your wealth, you hope to keep as much as you can. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to share five ideas that could help you pay less tax in retirement.
If you’re a business owner, the federal government’s proposed changes to the capital gains rules may raise questions about your retirement and your ability to grow your business. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to talk about ways to navigate the new rules and whether you should be rushing to make any moves.
