Joan E. Boudreau

TFSA Beneficiary vs Successor Holder: What Canadians Need to Know to Maximize Tax Benefits

The Tax-Free Savings Account (TFSA) is a powerful tool for Canadians to grow their savings without tax. But when planning your estate, it’s critical to understand the difference between naming a TFSA beneficiary vs successor holder. The choice can significantly impact tax consequences, probate fees, and how smoothly your savings transfer to loved ones. Let’s…

Executor Compensation in Ontario: Understand Your Tax Duties and Maximize Compliance

Learn how executor compensation in Ontario is taxed, calculated, and reported to stay compliant and avoid penalties.

Ontario Not-for-Profit Proxy Voting: Key Rules, Forms, and Compliance Tips

Understand Ontario not-for-profit proxy voting rules, forms, and compliance to run fair member meetings and avoid legal issues.

Other lawyers in Ontario Nurses' Association

Other lawyers in Toronto, Ontario

Other lawyers in Ontario Nurses' Association

Other lawyers in Toronto, Ontario

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