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:  Three Hats Financial  | Kris Dureau | Simpson & Associates | Peter Simpson 

 


Leave a Reply

*