The Smith Maneuver - Should I Use It?
Lately I’ve been seeing a lot of posts, particularly from the world of mortgages, advocating for the use of the Smith Maneuver. This is a complex strategy and while it can provide some advantages, also brings along risk and uncertainty. In this article I’m going to go through what the Smith Maneuver is, pros and cons and how I generally view using it with clients
What to Know About The Capital Gains Changes
The capital gain inclusion rate was changed by the Federal government on June 25th 2024. The changes now include two brackets for personal capital gains and a higher corporate tax rate.
Shared Ownership Critical Illness Insurance
This strategy is for business owners who have a corporation. It is widely used for two main reasons, it protects the business with insurance on the people who are integral to it’s success and can provide a way to move money from the corporation to the individual tax free.
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