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Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma
Manage episode 422284631 series 3053758
Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate.
In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.
100 episoder
Manage episode 422284631 series 3053758
Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate.
In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.
100 episoder
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