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Investing Matters: Tax and Estate Planning 2024 – Navigating the Capital Gains Dilemma

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Manage episode 422284631 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate.

In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 422284631 series 3053758
Content provided by Charis Whitbourne and Nicola Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charis Whitbourne and Nicola Wealth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Over the past several years, the Canadian Federal Government's budgets have introduced tax changes affecting high-income earners and business owners. This year's budget announcement includes a proposed change to the capital gains inclusion rate.

In this episode, John Nicola, Chairman, CEO, and CIO, and Ethan Astaneh, Wealth Advisor | Client Relationship Manager, at Nicola Wealth are joined by Matthew Baker, Partner in Tax at Baker Tilly Canada. They outline key tax considerations and strategies that investors should be aware of as they monitor their long-term financial plans.

  continue reading

100 episodes

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