Accounting & Tax | Kerr Financial



The 10% Temporary Wage Subsidy (TWSE)….How you can qualify!

Much Needed - Payroll Tax Relief for Eligible Employers - through the TWSE In response to the COVID-19 crisis and the ensuing economic fall-out the go...

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Categories: Accounting & Tax, Financial Planning Tags: Canada Emergency Wage Subsidy, Canadian, Covid-19, Employers, Federal Government, small business, Temporary Wage Subsidy, TWSE
Tax Loss Harvesting after Covid-19

Opportunity with Tax Loss Harvesting When there is a decrease in asset prices there may be a tax planning opportunity in the form of tax loss harvesti...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: integrated wealth management, investment management, Superficial Loss, Tax, Tax Loss Harvesting, wealth management
Celebrate! 40 Years with 40 Investment Tips!

Kerr Financial turned 40 years old!  Over the years we have worked with many successful Canadian families, helping them maximize their personal finan...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: integrated wealth management, investment management, investment tips, Tax, wealth management
Celebrate! 40 Years with 40 Tax Tips

  Kerr Financial turns 40 years old!  Over the years we have worked with many successful Canadian families, helping them maximize their personal...

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Categories: Accounting & Tax, Financial Planning, Investment Management Tags: integrated wealth management, investment management, Tax, wealth management
How to supersize your retirement with your home equity

Supersize your retirement Retiring Canadians are downsizing their homes to supersize their lives in retirement.   If you are considering how to  ma...

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Categories: Accounting & Tax, Financial Planning, Investment Management, Kerr in the Media Tags: investments, Krista Kerr, retirement, wealth management
THE BENEFITS OF AN INTEGRATED TEAM

Could you benefit from an integrated team? Kerr's Toronto Wealth Management Team - recently participated by including a piece in the Toronto City Post...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management, Kerr in the Media Tags: Estate Planning, integratedwealthmanagement, investments, Krista Kerr, Tax, Toronto, wealth management
The benefits of working with an integrated team

The benefits of working with an integrated team when managing your taxes, investments and estate planning! It’s an exciting time for David and Saman...

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Categories: Accounting & Tax, Estate & Trust, Financial Planning, Investment Management Tags: family CFO, financial complexity, financial interests, integrated services, wealth management strategy
PROPOSED CHANGES – THE TAXATION OF PRIVATE CORPORATIONS

In the March 22, 2017 federal budget, the government announced that, in order to achieve a more equitable tax system, tax planning strategies involvin...

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Categories: Accounting & Tax, Financial Planning Tags: consultation paper, converting corporate income into capital gains, equitable tax system, income splitting, March 22 2017 Budget, passive investment income, private corporations, tax planning, tax planning strategies
Maximize your tax deductions and credits this tax season!

With the top federal income tax rate at 33% as of 2016, up from the previous 29%, it is becoming more important to ensure that you make the most of av...

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Categories: Accounting & Tax Tags: charitable donations, disability tax credit, home buyers amount, interest expense and carrying charges, medical expenses, public transit credit, rrsp deduction, student loan interest credit, tax deductions and credits
The Growing Importance of the TFSA

Why defer tax when you can save it altogether? With the RRSP contribution deadline past, most Canadians have turned their attention away from tax brea...

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Categories: Accounting & Tax Tags: reduce income tax, RRSP, tax efficiency of TFSA, TFSA, TFSA annual limit, TFSA eligible investments, TFSA end date, TFSA income splitting, TFSA vs RRSP, TFSA withdrawals
How to make the most of your stock-option benefits

Tax, investment & financial planning strategies you need to know Stock options can be a lucrative bonus for high-achieving employees or a remunera...

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Categories: Accounting & Tax, Financial Planning Tags: alternative remuneration, preferential tax treatment, stock option benefits, stock options, taxable employment benefit
Make 2017 the year you take charge of your Finances!

Take control  of your finances with these easy financial planning guidelines The new year is well underway and it appears 2017 will be a year of con...

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Categories: Accounting & Tax, Financial Planning Tags: easy financial planning, financial resolutions, improving finances, loan interest tax-deductible, net worth analysis, Paying-off debt, RRSP, TFSA
Montreal Office Kerr Financial
1000 Sherbrooke St. W, Suite 1600
Montreal, QC, H3A 3G4
Tel: (514) 871-8213
Fax: (514) 393-9516

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Toronto Office Kerr Financial
150 York Street, Suite 1212
Toronto, ON, M5H 3S5
Tel: (416) 364-9447
Fax: (416) 364-0892

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