Retirement Straight Talk With Paul & William

Year End Tax Planning Tips


Listen Later

This week, Paul & William are joined by Mario Sgro, Chartered Accountant and Partner at VS LLP Charted Professional Accountants


Paul, William & Mario discuss ways that individuals and business owners can minimize their tax burden


Ideas discussed include:


1. Tax efficient retirement income withdrawals

2. Deferral of capital gains

3. Tax loss harvesting

4. Home office expenses

5. How to qualify for the pension tax credit


Connect With Paul & William:


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Read William's blog


The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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Retirement Straight Talk With Paul & WilliamBy West End Wealth Planning