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.

Sophisticated wealth management

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
Map & Directions

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).

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' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.

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2024 Income Tax Update

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