On July 17, 2020 the Federal Government proposed significant changes to the Canada Emergency Wage Subsidy (“CEWS”) effective as of July 5, 2020. These changes follow from a consultation process ...
Building a legacy wealth plan: Strategic planning expert Jonah Bidner shares what you need to know
In this uncertain time, the last thing you need to worry about is the future of your legacy wealth plan. It’s impossible to accurately forecast everything that will take place ...
6 key facets to a successful family enterprise
A family enterprise can be recognized today as an important and distinct organization in the world economy, operating in every country. Although family businesses have been described as unusual business ...
Prescribed rate reductions could mean savings for your family
Back in April of 2018, the prescribed rate increased from 1% to 2%. Previously, the rate had remained stable for several years, aside from a brief hike for one quarter ...
More than life insurance
Most of us consider life insurance to be an important personal tool, offering peace of mind and financial protection in the event of an emergency. And while that is indeed ...
Treasury Department and IRS announce extension for US federal income tax filing
All US individuals and corporations with April 15, 2020 tax deadlines have had their US federal income tax deadlines for filing and payments extended from April 15, 2020 to July ...
IRS provides guidance eliminating tax filings for Canadians holding RESPs
On March 2, 2020, the IRS released Revenue Procedure 2020-17 which has broad implications to US citizens in Canada who maintain Registered Education Savings Plans (“RESPs”) and possibly, Tax-free savings ...
5 essential qualities to seek in a trusted advisor
Being a business owner means having to take action in the face of uncertainty. No matter how much education you’ve amassed, or how many years you’ve been in business, to ...
5 reasons why your family needs a financial advisor
If you think that the effect of your financial life remains within the confines of your bank account, think again. A study[1] has recently proven that the perception of financial ...