Tracey Marshall

Tracey Marshall

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Month: March 2024

New Trust Reporting Rules

Canadians should be aware amendments have been made to trust reporting requirements which take effect for the tax year ending on December 31, 2023. The enhanced rules are more robust and will alter reporting requirements for more trusts that were…

Tracey Marshall March 25, 2024 Uncategorized Read more

What Causes Canadians to Take Their CPP Early?

Thinking of taking your CPP early? You are not alone.  “The standard age for Canadians to take their Canada Pension Plan (CPP) or Quebec Pension Plan (QPP) retirement benefits is 65; at least, that’s what the federal government says. In reality,…

Tracey Marshall March 18, 2024 Uncategorized Read more

Celebrating Women

Happy International Women’s Day! Today, March 8th is International Women’s Day (IWD), it’s a global day to recognize and celebrate the social, economic, cultural, and political achievements of women and girls. The beginnings of IWD can be traced back to…

Tracey Marshall March 11, 2024 Uncategorized Read more

The Dark Side of On-Line Investing

The internet can be a great resource for anyone looking to expand their knowledge on any number of topics; investing being no exception. However, what if that research was being filtered and altered to persuade investors to make decisions that…

Tracey Marshall March 4, 2024 Uncategorized Read more

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