New bare trust reporting requirements for the 2023 tax year include accounts where adults have been added to the bank and investment accounts of another relative.
Here is a direct video link.
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February 15, 2024 | New Tax Filing Requirements For Jointly Held Assets in Canada
Danielle Park
Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com
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Danielle Park February 15th, 2024
Posted In: Juggling Dynamite
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