2023 was a year of rapidly rising interest rates and inflation that has forced us all to consider cost-saving opportunities. That’s where tax planning come in - after all, it’s not what you make, it’s what you keep! As we approach year-end, there are a few strategies that you might want to take advantage of to reduce your current and future tax bill. In this episode we’ll cover:

• Important tax dates (2:50)
• Where to get started (4:52)
• Important moves to consider (6:42)
• Reviewing your portfolio’s tax efficiency (9:45)
• Retirement planning (12:19)
• Education funding options (14:42)
• Estate planning & charitable giving (16:41)

If you’re in a high tax bracket and looking for ways to minimize this cost, don’t miss this episode!

You can find our comprehensive “2023 Year-End Tax Planning Opportunities” guide under our “Tools & Resources” under the “Knowledge Centre” tab.