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Tax strategies to help you achieve your goals
Tax planning can be an important strategy to help you achieve your financial goals. Here are some featured tax articles that can make tax planning easy to understand, relevant and actionable.
Featured advice
Sale of a business: Could alternative minimum tax apply?
Changes to the alternative minimum tax (AMT), set to take effect on January 1, 2024, could impact some business owners who sell their business in 2024, or beyond.
Sale of a business: Could alternative minimum tax apply? (PDF, 155 KB) Opens in a new window.
Alternative minimum tax: Impact on charitable giving
This report will summarize the proposed changes to the AMT regime that could impact charitable giving.
Alternative minimum tax: Impact on charitable giving (PDF, 135 KB) Opens in a new window.
Alternative minimum tax: What’s changing for 2024?
This report reviews how the AMT system works, the proposed changes, some examples where the AMT may or may not arise and some planning considerations.
Alternative minimum tax: What’s changing for 2024? (PDF, 195 KB) Opens in a new window.

Retirement planning
It’s time for retirement planning to evolve into life planning. Explore the stages of life and retirement planning

Registered Education Savings Plan (RESP)
It’s never too early to begin investing in your child's post-secondary education.