by Denis Bugeja | Mar 2, 2026 | Blog, tax
Part Three – Getting Ready for Tax Time: A Complete Checklist Introduction Tax season is an opportunity to organize, optimize, and save. Early preparation ensures you claim all deductions, take advantage of tax credits, and plan for next year. Step 1: Gather...
by Denis Bugeja | Jul 30, 2025 | Blog, Business Owners, Financial Advice, Incorporated Professionals, Individuals, tax
Summer at the cottage is full of memories: dockside coffees, late-night campfires, and the debate over who’s doing the dishes. My friend Peter owns a family cottage that both his children enjoy, and he recently told me he wants to pass it on now, rather than leave it...
by Denis Bugeja | Jan 6, 2025 | Blog, Estate Planning, Family, tax
Planning an estate goes beyond drafting a will. Ensure your wishes are honoured and minimize the financial burden on your family by organizing your legacy, with 5 simple steps. Keep Your Will Updated A will outlines your wishes for your asset distribution. Review and...
by Denis Bugeja | Dec 3, 2024 | Blog, Estate Planning, Financial Advice, tax
Did you know that after years of working hard to provide for your family, without proper planning you could end up leaving them with a tax bill? Good news! There are ways to eliminate or defer these tax liabilities to protect your estate for future generations. To...
by Denis Bugeja | Sep 6, 2024 | Blog, Business Owners, Corporate, Financial Advice, Financial Planning, Incorporated Professionals, Individuals, Investment, tax
The Canadian government recently introduced big changes to capital gains in the 2024 Federal Budget. You’re probably wondering how it will affect you and/or your business moving forward. These changes, particularly the increase in the inclusion rate on capital gains...
by Denis Bugeja | May 1, 2024 | Accountants, Blog, Buy Sell, Corporate, Family, Financial Advice, Financial Planning, Incorporated Professionals, Individuals, Investment, tax
One change proposed in the April 16, 2024 Federal Budget is raising the inclusion rate on capital gains from 50% to 66.7%. For individual taxpayers, the initial $250,000 of capital gains remains taxed at the 50% inclusion rate. However, for corporations and trusts,...
