Overview


ABOUT

The Canadian Tax Planner newsletter discusses relevant tax and financial planning issues in a digestible manner for business owners, high-net worth individuals and financial professionals.

Each 5-9 page issue will dig into carefully selected topics to keep you up-to-date on critical tax and financial opportunities and pitfalls.


INCLUDES:

  • 6 Canadian Tax Planner newsletters – January, March, May, July, September, and November
  • 4 Canadian Financial Planner newsletters – March, July, September and November
  • Subscribers can choose to receive their newsletter via email in a PDF format or in print via Canada Post
  • Click here for pricing and policies.

PAST CANADIAN TAX PLANNER TOPICS INCLUDE:

  • March 2017 - Family Tax Planning
  • January 2017 - Travel, Board, and Lodging Allowances
  • November 2016 - Tax Planning for Losses – Personal Considerations
  • September 2016 - The Small Business Deduction - PART 2
  • July 2016 - The Small Business Deduction
  • May 2016 - Tax Benefits of Having Children
  • March 2016 - Getting Charitable

PAST CANADIAN FINANCIAL PLANNER TOPICS INCLUDE:

  • March 2017 - Alternative Investments
  • November 2016 - Robo-Advisors
  • September 2016 - Saving for a Child’s Education
  • July 2016 - Caregiving for Elderly Parents
  • March 2016 - Helping Children to Purchase a Home
  • November 2015 - Deciding How Much to Save for Retirement