Tax tips & strategies

合法合規, legally and confidently

由王羽恬(CEA、CLU®)撰寫的帳戶策略、收入分配及慈善捐贈實用指南 — written by 王羽恬, CEA, CLU®, to help you keep more of what you earn.

2 articles 4–7 分鐘閱讀s By 王羽恬, CEA, CLU®
🕐 退休規劃 📈 投資規劃 🛡️ 保險 🏛️ 遺產規劃 🏢 企業方案 💡 稅務策略
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01
稅務規劃基礎

合法有效地減少稅務負擔的聰明帳戶策略

Most Canadians pay more tax than they need to. The right combination of accounts, contribution timing, and withdrawal sequencing can reduce your lifetime tax bill by tens of thousands of dollars.

王羽恬, CLU®
6 分鐘閱讀
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Income splitting

加拿大家庭的收入分配策略 — reducing your household tax bill

A household where one partner earns $150K pays dramatically more tax than two partners each earning $75K. Here's how to fix that.

Charitable giving

加拿大人的稅務效益高慈善捐贈策略

Donating appreciated securities directly can eliminate capital gains tax entirely. Here's how to give more and pay less.

想審查您的稅務策略嗎?

王羽恬將找出您帳戶中的節稅機會, contributions, and withdrawal plan — and help you keep more of what you've earned.

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