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Howard Halpern

About Howard Halpern

Howard Halpern CPA (Canada), CA, CPA (USA), CFP, TEP, has spent over thirty years providing financial management, strategic business planning and tax advice to closely held business, professional service providers, and high-income taxpayers.

Cash Savings Techniques

 

Happy 2016!  We wish you and your family Health and Prosperity in this New Year!  You can’t predict the future.  But we’ll help you plan for it.  For over 30 years we’ve been helping businesses and individuals save money and prevent costly mistakes.  Our full-service CPA Firm combines the technical […]

By |Categories: blog, Newsletters, Tax & Financial Tips|

Year-End Tax Planning Tips

 

Take advantage of 2015 year-end tax saving opportunities.  Ideally, tax planning should be a year-round affair since many tax strategies require foresight to be effective.  The good news: there are still opportunities to reduce your 2015 tax liability, particularly if you act before the end of the calendar year.

Rapidly changing […]

By |Categories: blog, Newsletters, Tax & Financial Tips|

Tax Changes in New Liberal Government

 

With the election of the Liberal party on October 19th, Canada’s tax landscape is about to change.  It is as yet unknown which policies will be adopted and when. The Liberal platform has called for a new tax bracket to apply to income in excess of $200,000. In addition, Trudeau […]

By |Categories: blog, Newsletters, Tax & Financial Tips|

Capital Gains Exemption

 

Below are Tax Tips in respect of the capital gains exemption, one of the most valuable tax incentives provided to shareholders of private corporations in Canada.  This allows a private company shareholder to sell shares and eliminate income tax on over $800,000 of lifetime capital gains triggered by the sale. […]

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Money Worries – Greatest Source of Stress

We hope you had a safe and enjoyable summer.  There are only 4 planning months left in 2015 and the year is quickly coming to a close.  As licensed CFP Certified Financial Planner, our goal is to raise awareness of the importance offinancial planning and tax planning in your life […]

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How to Trigger a Tax Loss

 

You may have an investment in some shares or debt which have become worthless, but you can’t sell them because the security is no longer listed on a stock market.  There is a section of the Income Tax Act that allows you to claim a capital loss on these shares […]

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Tax Planning Ideas

 

The recent completion of your 2014 personal income tax return presents a good opportunity to review and consider a number of tax planning ideas to save you money. Effective tax planning is a primary ingredient of good financial planning and it is important to consider a wealth of tips and […]

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How to Protect Your Assets

 

We live in a litigious world.  Litigation has become commonplace in resolving disputes of all kinds.  As Business and Tax Advisor, we provide solutions to our clients to ensure their business assets are protected from potential creditors.

Taken to an extreme, you can creditor proof yourself to a point where you […]

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Top 4 Tax Tips – Workers

 

Are You Independent Contractor or Employee?

Attention Business Owners: You must file your 2014 Self-Employed Income Tax Return by June 15, 2015!  There are only 46 days left, so file now to avoid costly late filing penalties.

TAX TIP         As Independent Contractor, remember that CRA Canada Revenue Agency will usually request […]

By |Categories: blog, Newsletters, Tax & Financial Tips|

Canada Revenue Agency

Only 31 Days Left to Save You Money

There are only 31 days left to save you money. April 30th is your tax payment deadline. The time to reduce your tax bill is now! Be sure to file your 2014 Individual Income Tax Return now to avoid penalties.

Contact us now to […]

By |Categories: blog, Newsletters, Tax & Financial Tips|