by Holden + Taylor Advisory Group | May 1, 2024 | Blog, business owners, corporate, critical illness insurance, dental benefits, disability, disability insurance, financial advice, financial planning, group benefits, health benefits, incorporated professionals, insurance, life insurance
Building a Bright and Sustainable Future TogetherAs a small business owner, you recognize the significance of looking after your team and fostering a nurturing work environment. One method to demonstrate this is by providing a robust group benefits plan. This not only...
by Holden + Taylor Advisory Group | Apr 2, 2024 | 2024, Blog, corporate, Family, financial advice, financial planning, tax
This year’s tax deadline is April 30, 2024. It’s important to make sure you’re claiming all the credits and deductions you’re eligible for. We’ve separated this article into 2 sections: What’s new for 2023Individuals and FamiliesWhat’s New for 2023Advanced Canada...
by Holden + Taylor Advisory Group | Nov 1, 2023 | 2023, Blog, business owners, corporate, investment
Investing as a Business OwnerMany business owners have built up earnings in their corporation and are looking for tax efficient ways to pull the earnings out to achieve their personal and business financial goals such as: building and protecting your savingsproviding...
by Holden + Taylor Advisory Group | Mar 1, 2023 | Blog, business owners, corporate, Family, financial advice, financial planning, Retirement, tax
On February 28, 2023, the Alberta Minister of Finance announced Alberta’s 2023 budget. We’ve highlighted the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesBudget 2023 does not include any changes to the...
by Holden + Taylor Advisory Group | Jan 31, 2023 | Blog, corporate, health benefits, incorporated professionals, life insurance, long term care, pension plan, RRSP, Tax Free Savings Account
For incorporated professionals, preparing for retirement can go beyond finances, one of the biggest challenges is concern for the future of their clients or patients. Planning for retirement can take several advisors including a financial advisor, tax specialist and...
