Finance SIG - Recently Introduced Tax Incentives for Individuals
Description
Recently introduced government tax incentives for individuals
Law firms are invited to gain insight into the government’s recent introduction of a handful of tax incentives to individuals. They include:
• The Tax free Savings Account( TFSA)
• The Home Renovation Tax Credit( HRTC)
• RRSP Home Buyer’s Plan Increase
• Tax Credit for First-Time Homebuyers
Income splitting planning opportunity with your spouse or children
We will explore the opportunity available today to split investment income with your spouse and children through the use of a prescribed interest rate loan.
Our speaker,
Sloan Levett maintains a very conservative yet highly strategic approach to wealth optimization strategies.
Sloan’s advice is trusted nationally and the media has sought his opinions and strategies to keep the public informed. He believes in providing one-on-one consulting services that go well beyond what is expected from a typical advisor. Sloan takes the time to meet with clients a number of times throughout the year. He offers a unique experience which is customized to each individual. He is accessible 24/7 and delivers genuine care for everyone that reaches out to him.
As Director of Fuller Landau Private Wealth Advisory Group Inc., Sloan directs the firm’s wealth management initiatives which include: investment portfolio advisory services, insurance advisory, estate planning, and related tax strategies. Sloan has extensive experience designing and implementing wealth management and tax strategies including asset allocation, asset monetization and tax deferral/minimization.