Client Scenarios
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In-Kind Donations to Charities
Cash gifts are the most common way to donate to a charity. It’s a simple way to give and it provides you with a tax credit, but it may not be the most tax-efficient way to donate.
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The Case of the Missing Deduction
The tax return is the traffic circle where assets, income, and life come together. The trouble is that February through April are hectic times for tax preparers and tax payors, and little time may be taken to review...
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The Costs of Health
Don and Jane Smith are the proud and loving parents of 2 children age 15 and 16. At a meeting with their accountant, one of the topics of concern for the family is the large health costs...
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Alter Ego Trusts
Many of my clients are single and/or widowed. I recently was working with one of my long-term clients in regard to her estate plan. She is a widow and holds significant non-registered investments of roughly $2,600,000.
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RESP – Family Plans: Using In-Kind Contributions
An RESP combines flexibility, tax-deferred investment growth and direct government assistance to help you reach your education savings goals for your children or grandchildren.
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Registered Disability Savings Plan
Recently, one of my clients explained that their adult son had suffered from mental illness since he was a late teen and they wanted my advice on how they could help him secure his financial future.
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Guaranteed Income for Life
I’d like to introduce you to Jane. Jane is very aware that two of her children could really use a little extra boost financially and she wants to ensure that, upon her death, they will receive as much as possible.
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