Now available on demand - A few year-end tax tips and strategies

Now available on demand:
A few year-end tax tips and strategies 

To some, tax planning is a year round exercise. For many, it makes sense to take stock periodically at certain times of the year and in particular, capitalize on tax planning opportunities that are available until Dec. 31^st.

This session covers a few year-end tax tips and strategies for individuals and business owners that advisors should consider in their year-end communications with clients. The topics covered will include:

• Tax loss harvesting
• RRSP conversions
• Over-contributions and spousal plans
• Tax saving investment planning for couples
• What to consider with individual tax rate changes
• New trust reporting rules and
• Some corporate year-end tax tips and trips

Peter Wouters
Director, Tax, Retirement & Estate Planning Services, Empire Life

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters.

With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals.  Learn more >

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.