Oliphant Wealth Management
Nearby finance companies
1920, 407 2 Street SW
101, 6420 6A Street SE
10/15/2024
Capital gains inclusion rate change encourage you to SELL? Understand your tax obligations and potential planning opportunities to minimize taxes to Canada.
Implications of Selling Canadian Real Estate as a Non-Resident of Canada (Revised) raymondjames.ca
10/10/2024
Morgan Housel released an interesting podcast titled "Do it your own way". I think its worth a listen and relevant to the process of designing a plan.
https://podcasts.apple.com/us/podcast/the-morgan-housel-podcast/id1675310669
5 Reasons Why Financial Planning Is Key to Reaching Your Goals raymondjames.ca
10/07/2024
What about the U.S. election? Michael Cembalest providing this very thoughtful (and detailed) analysis.
One takeaway - Tax revenues to fall below Entitlement+Interest regardless of party.
Mind the Gap: a historically polarized US election jpmorgan.com
06/06/2024
Getting along with others. The IRS and your estate.
Michael Jackson’s Heirs Have Not Received Any Money Amid Estate’s IRS Dispute rollingstone.com
06/04/2024
Is it just me, or is everyone talking about home prices lately?
https://www.raymondjamesconnect.com/a6dkEt
06/03/2024
The executor fee you pay your child is taxable income to them !!!
If you don't want to share the fee with the CRA it takes planning.
How executors get paid in Canada moneysense.ca
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Calgary, AB
T2P5C5