2024 Income Tax Update

Client Insights Webinar –2024 Income Tax Update with Debbie Wong, VP, Tax Consulting, Raymond James Ltd.

Note the following was released after the webinar was recorded: New – Bare trusts are exempt from trust reporting requirements for 2023

Recorded March 28, 2024.

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MacCallum & MacCallum Investment Management

22 St Clair Ave E #1106 Toronto, ON M4T 2S3
T 416.342.2264
TF 888.801.2266
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2115 rue de la Montagne Ste 2600 Montreal, QC H3G 1Z8
T 514.788.1755
TF 888.801.2266
Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and provides trust services across Canada. STC is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed.

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2024 Income Tax Update

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