Tag Archives: tax preparation

What You Need To Know About Filing Your 2023 Taxes

By Jenny Reimer, CFP®, CIM COO and Director, Financial Planning Spring is around the corner, and along with the warmer weather comes tax season. This month, we would like to highlight a few changes to be aware of and share … Continue reading

Posted in Financial Planning, taxes

Tax preparation vs. tax planning – which do you do?

Last month, I invited my clients, Facebook and Twitter followers, friends, family, and other contacts to participate in Money Coaches Canada’s Money Monday event “Tips to Minimize Your Tax Bill”. The response was very positive.  Most people HATE paying tax … Continue reading

Posted in Budgeting and Cash Flow, Relationship to money