Tax & Retirement Update 2020
As the COVID-19 health crisis causes impacts to the economy, this presentation provides an update on key 2020 tax developments and trends relevant to financial advisors and their clients to help them through these turbulent times. Topics include helping your clients take advantage of the tax filing due date extensions and payment deferrals, reduced RRIF minimums, the changing investing environment to understand tax loss harvesting including the superficial loss rules, differentiations between T-SWP and SWP, and opportunities for spousal loan. In addition, a review of benefits of corporate class and a discussion of trapped income. Help your clients stay on track to achieve their retirement goals.