Oliphant Wealth Management

Oliphant Wealth Management

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Implications of Selling Canadian Real Estate as a Non-Resident of Canada (Revised) 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

5 Reasons Why Financial Planning Is Key to Reaching Your Goals 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

Mind the Gap: a historically polarized US election 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

Michael Jackson’s Heirs Have Not Received Any Money Amid Estate’s IRS Dispute 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

How executors get paid in Canada 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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