Скачать или смотреть All About Tax Planning - Tips and Strategies from Experts Cestnick and Kett, Mistakes to Avoid

You work hard for your money. Don’t you deserve to keep more of it? In today’s video, we invited two leading tax experts to share their savvy tips and best practices that could simplify your financial life and save you thousands.

➡️ Tim Cestnick is a best-selling author, financial columnist at the Globe and Mail, and co-founder of a leading wealth advisory firm. Cynthia Kett of Stewart & Kett Financial Advisors offers three decades of insights in accounting, tax, and financial planning.

Tax planning is one of the pillars of your financial plan — don’t miss this chance to learn valuable strategies and insights.

🗣 About the speakers:
Tim Cestnick is Co-Founder & CEO of Our Family Office Inc., one of Canada’s leading wealth advisory firms to affluent families. He holds the CA designation (Chartered Accountant), is a Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP), and a Trust and Estate Practitioner (TEP). Tim has earned a reputation as one of Canada’s most respected experts and public speakers in the areas of tax and personal finance. He is a personal finance columnist for the Globe and Mail and has authored 18 books.
https://ourfamilyoffice.ca/about-us/o...

Cynthia Kett is a Principal at Stewart & Kett Financial Advisors Inc., a leading advice-only financial planning and tax firm. She is a Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), Registered Financial Planner (RFP), Trust and Estate Practitioner (TEP), and a Master Financial Advisor – Philanthropy (MFA-P). Cynthia has practiced accounting, tax, and financial planning for over 30 years and is frequently consulted as an expert for financial articles, television programs, and other media.
https://www.stewartkett.com/about/tea...

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💬 Which tax planning tip or insight did you find the most helpful? Have any wisdom of your own to share? Let us know in the comments! And don't forget to subscribe to Steadyhand here ⤵️
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🔹 Video Chapters 🔹
0:00 Introduction
2:22 Top 2 Key Takeaways
8:16 Audience Poll Questions
12:50 Accumulating Wealth Stage (Best Tax Strategies)
24:23 Decumulating Wealth Stage (Best Tax Strategies)
36:24 Debt & Leverage Considerations
41:49 Role of Trusts & Corporations
49:50 Life Insurance
54:00 Charitable Giving & Philanthropy

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