by Rona Birenbaum BAS CFP®, CHFS | Feb 26, 2024 | All About Tax, Estate Matters
New – Bare trusts are exempt from trust reporting requirements for 2023 Starting in the 2023 tax year, new trust reporting requirements came into effect that require many Canadians to start filing a trust tax return (specifically, a T3 and Schedule 15 forms). As part...
by Rona Birenbaum BAS CFP®, CHFS | Feb 23, 2024 | Musings, We Think You Might Enjoy...
Dino was born two and a half months prematurely and was late reaching developmental milestones. But at age five he mastered 18 classical piano pieces and that was only the beginning. Despite a hearing impairment, Dino’s musical abilities flourished, and he has gone on...
by Rona Birenbaum BAS CFP®, CHFS | Feb 15, 2024 | In the News
She wanted to make a difference in people’s lives. That’s why Rona Birenbaum founded Caring for Clients. Learn more about what shaped Rona’s career in her Globe and Mail interview. Full Article >
by Rona Birenbaum BAS CFP®, CHFS | Feb 8, 2024 | All About Investing, All About Tax, Cash Flow Concerns
Launched in April 2023, the First Home Savings Account (FHSA) offers some interesting financial planning opportunities to Canadians who aren’t homeowners. The Basics For those who aren’t familiar with FHSAs, here’s a quick summary of the rules: You can open an FHSA if...
by Rona Birenbaum BAS CFP®, CHFS | Feb 8, 2024 | In the News
It’s important to speak openly with your partner about personal finances. This transparency is essential in planning your future together. Full Article >
