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Exclusive Webinar:

Real Estate Tax Planning and Financial Strategies

This webinar is for individuals who are current or prospective real estate owners. Our goal is to help you make the best financial and tax decisions when buying and selling real estate.

Date: Wednesday, April 14
Time: 7:00PM – 8:00PM (PST)

Featured Experts:

Pat Caffrey Headshot

Patrick Caffrey CPA, CA, TEP

Associate VP, Tax Specialist

Pat is a Chartered Professional Accountant who specializes in providing comprehensive tax services for individuals, corporations, trusts, and estates.

Chris Mills Headshot

Chris Mills, CIM

Financial Advisor

Senior Portfolio Manager,
Financial Advisor

Chris is a Chartered Investment Manager with over a decade of experience advising high-net-worth clients in both Canada and the U.S. on all aspects of their personal finances. 

At LT Wealth, we help people plan their lives and navigate change with the goal of helping them achieve long-term financial success. One of the key components of what we do revolves around effective tax planning of real estate assets.

What will We Cover?

Real Estate Investment Considerations

  • Vancouver Real Estate Market Trends
  • Long-term after-tax rate of return
  • Flexibility and liquidity-risk
  • Management and maintenance
  • Considerations for U.S. citizens owning Canadian Real Estate

Vancouver Real Estate Market Trends

Long-term after-tax rate of return

Flexibility and liquidity-risk

Management and maintenance

Considerations for U.S. Citizens owning Canadian real estate

Real Estate Tax Considerations

  • Principal residence exemption – how to maximize
  • Rental properties – unique tax elections 
  • Laneway homes – tax implications
  • BC Speculation and Vacancy Tax
  • Trusts – pros and cons of placing real estate within a trust

Principal residence exemption - how to maximize

Rental properties - unique tax elections

Laneway homes - tax implications

BC Speculation and Vacancy Tax

Trusts - pros and cons of placing real estate within a trust

How to Save Taxes When Selling Your Home

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Tax Updates:

Patrick Caffrey, CPA, CA, TEP is a member of the Economic Advisory Board at the City of Richmond and is a contributor to the Richmond Business News. You can read his most recent article below:

Mar 28, 2021

save on taxes when selling your property

Our homes are most often the largest asset that we will own in our lifetime. Many of us are aware that when we sell our primary home, we generally do not have to pay any tax. This is referred to as the ‘principal residence exemption’, and it allows us to claim one property per year to be exempt from tax… read more

Feb 21, 2021

Covid-19 - Tax Savings For Working From Home

Working from home during the COVID-19 pandemic has resulted in many of us having higher internet, electricity and heating costs. With the savings from not having to commute to work each day, these additional costs may be easier to manage; however, there is a tax break that could save you money on your 2020 tax return… read more

Disclaimer:

Securities-related products and services are offered through Raymond James Ltd., Member of the Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a Member of the Canadian Investor Protection Fund.  Not intended to solicit clients currently working with a Raymond James Financial Advisor. By registering for the retirement edge webinar you give LT Wealth Management Partners explicit to contact you via email. Please note that your personal information: a) may be shared with an external service provider; specifically, your name and email address; b) disclosure is solely for the purpose of receiving educational materials and newsletters; and c) may be stored or backed up on a server outside of  Canada. You may unsubscribe at any time.

Exclusive Real Estate Webinar

Wednesday, April 14
7:00PM – 8:00PM (PST)

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