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通过策略性捐赠方案,在实现慈善价值最大化的同时,获得更多税务优惠。
让我们一同探索税务高效型捐赠如何与您的慈善目标与财务规划完美契合。立即预约咨询,规划您今年及未来的慈善捐赠计划。
让我们一同探索税务高效型捐赠如何与您的慈善目标与财务规划完美契合。立即预约咨询,规划您今年及未来的慈善捐赠计划。
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随着季节变化,也到了考虑根据自身财务状况调整税务策略的时候。
以下是一份值得考虑的秋季行动计划:
• 出售价值下跌的资产,抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸,别将自己辛苦赚来的钱交给运气。让我们携手合作,制定符合您当前目标的个性化年终税务优化策略。请谨记,微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
以下是一份值得考虑的秋季行动计划:
• 出售价值下跌的资产,抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸,别将自己辛苦赚来的钱交给运气。让我们携手合作,制定符合您当前目标的个性化年终税务优化策略。请谨记,微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
遗产规划至关重要,而选择合适的遗产执行人是该过程中的关键一步。获取关于选择遗产执行人的实用建议:
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
了解如何:
1. 选择值得信赖的人
2. 考量必备技能
3. 规避常见误区
为家庭未来做好准备。需要指导?联系我们。
#遗产规划 #财务管理 #财务蓝图
https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
了解如何:
1. 选择值得信赖的人
2. 考量必备技能
3. 规避常见误区
为家庭未来做好准备。需要指导?联系我们。
#遗产规划 #财务管理 #财务蓝图
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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
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