It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end tax planning isn’t something you do […]
Trusts are often underused or misused tools for business owners, as they can provide a range of tax, asset protection, and succession planning benefit…
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dub…
A group of wealth strategists at CIBC Private Wealth Management noticed that the women in attendance at educational seminars for client couples were o…
If you own a business, you almost certainly have intellectual property. However, because your intellectual property is intangible, it can be invisible…
While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particu…
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities….
Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your e…
Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes…
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