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Organizing Your Final Decade for RetirementFebruary 3, 2026 - 12:34 am
2026 Financial CalendarJanuary 3, 2026 - 12:00 am
2025 Year-End Tax Tips and Strategies for Business OwnersDecember 2, 2025 - 11:30 pm
2025 Personal Year End Tax TipsDecember 1, 2025 - 8:49 pm
2025 Federal Budget HighlightsNovember 5, 2025 - 8:26 pm
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2025 Personal Year End Tax Tips
/in 2025, blog, Financial Planning, Individuals, tax /by Alto, Chang and Associates Financial ManagementThe end of 2025 is the perfect time to get organized and take advantage of key tax-saving opportunities. From RRSPs and TFSAs to family credits and student benefits, these practical year-end tips can help you save money and prepare for tax season with confidence.
2025 Federal Budget Highlights
/in 2025, blog, business owners, Estate Planning, Family, Financial Planning, incorporated professionals, Individuals, Investment, mortgage, personal finances, Professional Corporations, Professionals, Retirees, Retirement, tax /by Alto, Chang and Associates Financial ManagementThe 2025 Federal Budget focuses on stability and long-term growth, with no new broad tax increases. Key updates include GST relief for first-time home buyers, new credits for caregivers, and expanded incentives for clean-tech and manufacturing investment. The budget also clarifies how the 21-year rule applies to trusts and delays the new bare-trust reporting requirements to 2026. Overall, the plan aims to balance fiscal discipline with practical support for Canadians and small businesses.
Buy-Sell Agreements for Dentists
/in blog, business owners, Buy Sell, incorporated professionals, Insurance, Professionals /by Alto, Chang and Associates Financial ManagementSetting up a dental buy-sell plan takes more than paperwork—it takes a team. Learn how your financial advisor, accountant, and lawyer each play a key role in protecting your practice and ensuring a smooth transition.