2020 Financial Calendar
Financial Calendar for 2020- All the deadlines you need to know to maximize your benefits!
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Financial Calendar for 2020- All the deadlines you need to know to maximize your benefits!
If your corporate year end is December 31st, it’s a great time to review your business finances. With the federal election over and no major business tax changes for this year, 2019 is a good year to make sure you are effectively tax planning. Please keep in mind that your business may be affected by the recent tax on split income (TOSI) and the passive investment income rules given they came into effect in 2018. These rules can be complicated, please don’t hesitate to consult us and your accountant to determine how this can affect your business finances.
Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning.
Estate Planning for Young Families
For higher income earners who wish to contribute more to their pension savings than they can benefit from under the plans which are subject to annual caps, options can be limited. The insured retirement program is an effective way to bridge the retirement savings gap for such individuals in a cost-effective way.
Business owners deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management and interest of a business. When should a business owner have a succession plan? A succession plan is required through the survival, growth and maturity stage of a business. All business owners, partners and shareholders should have a plan in place during these business stages.
We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.
3402 8 Street SE
Calgary, AB
T2G 5S7
We tailor all our financial consulting services to suit the needs of individual clients. We assign a team of dedicated personnel to work with every client. Our experienced personnel have years of experience in financial consulting making us ideal for all individual and small business financial consulting needs.