Day: December 15, 2023

2023 Year-End Tax Planning Tips

11 Comments / Kurt eNewsletters / By Kurt Rosentreter

Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident, Upper Canada Capital Inc.kurt.rosentreter@manulifesecurities.ca December 31, 2023 is fast approaching… see below for a list of tax planning considerations. Please contact us for further details or to discuss whether these may apply to your tax situation. Some 2023 Year-End Tax …

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Kurt Rosentreter, Certified Financial Planner and Wealth Management

Certified Financial Planner, Canada
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