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Tax Refunds: Why it’s better not to get one

Join us on Thursday, March 7, 2024 at 10 am PT I 11 am MT I 12 pm CT I 1 pm ET I 2 pm AT I 2:30 NL

Every year you feel the impact of paying up to 42-45% of your income to taxes. You deserve help. We’re sharing tips and strategies you can apply to your tax return that can help you be as tax-efficient as possible, helping you in the long-run.

Join Herp Lamba, Senior Vice President, Head of Business Development and Craig McIntyre, Director Tax & Estate Planning, Advanced Financial Planning as they discuss tax advice that could help optimize your income tax return with Revenue Canada. 

This session will cover:

  • Tax refunds, and why it’s BETTER not to receive one

  • The differences between a tax deduction and tax credit

  • How to reduce your income tax deductions at source

  • What should you do with the extra dollars in your monthly income

There will also be a virtual Q&A at the end of the discussion to answer your questions.

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February 22

How to transition from your business to your retirement

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April 11

A Mortgage Strategy: Why it matters in the time of rising rates