News Releases
Tax Tips that Make a Difference
Interview Opportunity — Tina Di Vito, CA, CFP, Vice President, National Manager, Retirement and Tax Planning Financial Planning Services Group, BMO Nesbitt Burns
The annual tax deadline is rapidly approaching. For the many Canadians who have yet to file, tax expert Tina Di Vito can provide some guidelines, easy-to-use tips and straightforward explanations to help get the most out of a tax return.
Ms. Di Vito can discuss:
- Income splitting with RRSPs and investments to reduce tax (now and in retirement)
- Coordinating benefits and claims among family members
- Understanding how investment returns can help to minimize your taxes
- How to calculate and report a capital gain or loss on your tax return
- Charitable donations: what's deductible, what's not
- The effects of income tax on Canadians' retirement
- How tax planning ensures more of your estate goes to your heirs
- Marital and common-law status: what same sex couples need to know
- What's new for the 2004 tax year
- Tax preparation check list
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