Now that we are very close to 2014 it’s time to start to start your year end tax planning. A lot of people ignore year end tax planning and this can cause them to be unprepared at income tax time, and also leave them behind in certain investments the following year.
When looking for year end tax planning tips the best place to usually start is with your financial planner. He or she can discuss how your investment portfolios did during the current year, explain some tax strategies to prepare for tax filing, and also give you an idea on investments that might be good for you in the coming year.
Watch this episode with financial planner Jeff Gregory of Desjardins Financial where they will discuss some year end tax planning tips.
For more information on financial planning, or if you need the help of a top financial planner contact Jeff Gregory
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