))
Decoding Canada's New Trust Reporting Rules: Expert Insights and Advice
Manage episode 407140909 series 3530823
Saijal Patel에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Saijal Patel 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode, we tackle the recent upheaval in the world of trusts, as the Canadian government and the Canada Revenue Agency (CRA) roll out new reporting rules that could significantly impact families and financial professionals across the country.
Join me as we discuss the implications of these changes, explore why awareness remains low despite the looming deadlines, and discuss the concerns raised by professional accountants about the daunting and expensive nature of compliance.
My guest, Michelle Connolly, Senior Vice-President of Advanced Tax & Estate Planning at Wellington-Altus, brings her expertise to the table, offering invaluable advice on navigating these new changes.
Whether you're a taxpayer, financial advisor, or simply curious about the latest developments in Canadian tax law, this episode promises essential insights and practical guidance you won't want to miss.
-----------------------------------------
GUEST LINKS & RESOURCES:
LEARN MORE ABOUT BMO ETFS (SPONSOR)
-----------------------------------------
Saijal Patel, CFA, is a former CNBC and BNN journalist and passionate financial wellness advocate. She's bringing Strictly Money directly to you via YouTube, Apple Podcasts, Spotify and where ever you get your podcasts.
Connect on LinkedIn: https://www.linkedin.com/company/saij-elle/
Follow on X: https://twitter.com/strictlymoneytv
Get in touch: https://saijelle.com/contact-us/
Join Saij Elle’s FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/
43 에피소드
공유
