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2024 Tax Resources

2024 Wellington-Altus Corporate Tax Reference Card

Personal Tax Planning Cards

LIF and RLIF Minimum & Maximum Factors

Personal and Corporate Tax Integration Reference Cards 2024

Form T1135 – Foreign Income Verification Statement 

2024 Canada/U.S. Cross-border Tax Reference Card

Income Tax Information Slips: Important Dates

Income Tax Returns: Important Dates and Deadlines

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Executor’s Checklist

September 26, 2024

As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.

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2024 Federal Budget

Highlights from the 2024 Federal Budget

April 17, 2024

The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living.

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The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

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