2022 Year-end Tax Planning Opportunities

While tax and financial planning takes place all year long, Canadian taxpayers will want to consider several actionable tax planning opportunities before year-end.

Check out Raymond James’ 2022 Year-end Tax Planning guide for the latest on each of the major planning categories:

  • Important dates to remember (page 2)
  • Income tax planning (page 4)
  • Planning for new tax legislation (page 5) – including information on the new First Home Savings Account (FHSA)
  • Investment tax planning (page 6)
  • Financial planning (page 7)
  • Retirement planning (page 8)
  • Education planning (page 9)
  • Estate planning and charitable giving (page 10)
  • Shareholders of Canadian Private Corporations (page 11)

As we enter the final weeks of 2022, it’s a good time to review your financial situation and implement tax-efficient strategies that may grow and protect your wealth. Connect with us to see which year-end planning strategies apply to your specific situation and objectives.

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