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Exclusive Webinar:

Tax Planning Strategies For building Long-term wealth

This webinar is for individuals, business owners and accountants filing taxes in British Columbia, Canada, and will cover a wide range of tax-related topics. Our goal is to help you make the most of your 2020 tax return. 

Date: Wednesday, Feb 24
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.

Terry Wright Headshot

Terry Wright, CIM

Portfolio Manager, Financial Advisor

Senior Portfolio Manager,
Financial Advisor

Terry is a Chartered Investment Manager with two decades of experience advising high-net-worth clients on all aspects of their personal finances. 

What will We Cover?

Specific 2020 Tax Challenges

  • Working from home – tax deductions
  • Canada Emergency Response Benefit (CERB)
  • BC Recovery Benefit
  • Future increases in taxes

Working from home - tax deductions

Canada Emergency Response Benefit (CERB)

BC Recovery Benefit

Future increases in taxes

Tax Planning For BC Residents

  • Splitting income between spouses
  • Real Estate – principal residence and rental properties
  • Pension planning (CPP and OAS)
  • BC Speculation and Vacancy Tax / Empty Homes Tax

Splitting income between spouses

Real Estate - Principal Residence and Rental Properties

Pension Planning (CPP and OAS)

BC Speculation and Vacancy Tax/Empty Homes Tax

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:

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.