Episode 19 – 2020 Year-End Tax Planning Tips – With Peter Simpson

While tax planning is often a year-round affair, the year-end season is a particularly optimal time to review your taxes with your trusted financial professional.

In this episode, Kris Dureau sits down with Simpson & Associates’ Peter Simpson to discuss the value of year-end tax planning. Together, they discuss popular year-end tax planning strategies that could help you make the most of your taxes before the new year hits.

In this episode, you will learn:

• Tax credits and deductions that you might be able to claim
• How to claim the Home Office Employment tax credit 
• Why Tax-Free Savings Accounts (TFSA) are helpful investment vehicles 
• The tax-related benefits of a Registered Education Savings Plan (RESP)
• And more!

Tune in today and find out which tax strategies could work for you and your year-end planning!

Resources: Simpson & Associates | Peter Simpson 

Connect with Kris Dureau:

• Green Private Wealth  
• Facebook: Green Private Wealth
• LinkedIn: Kris Dureau
• LinkedIn: Green Private Wealth
• Book a call with Kris
• Harbourfront Wealth Management

 

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