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Category: Tax Planning

Private Corporations in the Cross Hairs

September 16, 2017Corporate Insurance, Tax PlanningNo commentsimport

If you are the owner of a private corporation you should be concerned about the commentary that is coming from the Department of Finance.  In the Federal Budget of March 2017, Finance expressed their concern that private corporations were being…

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What the Wealthy Know about Life Insurance

March 23, 2017Estate Planning, Investing, Life Insurance, Tax Planningimport

If you have ever thought that life insurance was something you wouldn’t need after you reached a certain level of financial security, you might be interested in knowing why many wealthy individuals still carry large amounts of insurance.  Consider the…

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The Single Premium Insured Annuity

August 22, 2016- Annuities, Estate Planning, Investing, Life Insurance, Retirement Planning, Tax Planningimport

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

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The Clock is Ticking!

June 19, 2016Corporate Insurance, Life Insurance, Tax Planningimport

Don’t Put Off Your Decision to Buy Life Insurance 2016 is an opportune year to buy life insurance.  New laws affecting the taxation of life insurance come into effect on January 1, 2017. After this date new policies will not…

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9 Ways the 2016 Federal Budget Could Affect Your Business

April 18, 2016Tax PlanningNo commentsimport

The Trudeau government’s first budget contained a shock on the small business tax rate, and some smaller let-offs by Murad Hemmadi for ProfitGuide When Bill Morneau rose to deliver his first budget speech as Finance Minister in Justin Trudeau’s new…

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Does your Business Qualify for the Small Business Gains Exemption?

March 21, 2016Corporate Insurance, Tax Planningimport

As a business owner, you may be aware that when you dispose of shares in your business you could receive an exemption on all or a portion of the capital gains that ordinarily would be taxable. This is due to…

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Taxation of Life Insurance – New Rules Offer a Window of Opportunity

February 15, 2016Estate Planning, Life Insurance, Tax Planningimport

Permanent life insurance, such as Whole Life or Universal Life, has long been accepted as a tax efficient way of accumulating cash for future needs.  Soon the amount of funds that can be tax sheltered within a life insurance policy…

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Changes to the Taxation of Estates

November 16, 2015Estate Planning, Tax Planningimport

Estate, trust and tax planners have long favoured testamentary trusts as vehicles to pass along assets to beneficiaries or heirs.   A testamentary trust is generally a trust or estate that is created the day a person dies.  Commonly, these trusts…

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Budget 2015 Highlights

May 18, 2015Retirement Planning, Tax Planning, TFSANo commentsimport

On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget.  The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children.  As well, those looking…

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5 Recent Tax Changes for the 2015 Tax Season

April 20, 2015Tax PlanningNo commentsimport

Tax time is almost upon us and there are some recent changes which will affect many Canadian residents.  The important changes to keep in mind are as follows: The Family Tax Cut This is the watered down version of income…

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Recent Posts

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Contact Us

Gregory A. Smyth CLU, Ch FC
GSI Estate & Retirement Planning
admin@gregsmyth.ca
(587) 999-9555
6327 Bowness Road NW
Calgary, AB
T3B 0E4

About

With over 40 years of experience and connections with other professional advisors, Greg is well-positioned to help individuals and corporations with their various financial needs.

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