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MUNASA Tax Information Session - Thursday, February 29, 2024, at 12:00 p.m. (Noon)

Dear colleagues,

 

We are pleased to invite you to a virtual Tax Information Session that will be held on Thursday, February 29, 2024, at 12:00 p.m. (Noon). 

 

The presentation will be given by Mr. Peter Guidote, CFP, CPA, CIMA®, FCSI®, CIM, AIFP, Senior Wealth Advisor & Senior Portfolio Manager, Canaccord Genuity Corp. Several topics will be covered, such as:

 

  • RRSP’s…contribution limits, spousal RRSPs and withdrawal strategies to consider when the time comes

  • TFSAs…contribution limits and issues with these limits

  • Work from home tax credits

  • FHSA’s…new in 2023…what are they and who are they for?  What are their benefits and strategies to pass on for the next generation

  • Year end tax tips and other items (selling of principal residences, short term trading rules, new bare trust rules that may catch you off guard, etc.)

A question and answer period will follow the presentation. Please register to attend the session. Once you have registered, you will receive an email confirming your registration along with the Zoom link for the session. With best wishes,

The MUNASA Executive

 

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