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(Past Event) Tax Planning and Legacy Giving Workshop March 3, 2015

St. Paul’s Newmarket church will be hosting a FREE Tax Planning and Legacy Giving Workshop on Tuesday March 3, 2015 at 7pm. Come with your notepad and all your questions regarding Income Tax Preparation and Legacy Giving – they’ll be answered by the experts. Peter Misiaszek, Director of Stewardship Development for the Diocese of Toronto will present a short session on all the various aspects of Legacy Giving including bequests, annuities, stocks etc. Norm Pulker (npulker@rogers.com), from Horizon Tax Services Inc., will follow-up with a presentation on Income Tax Preparation.

Topics include:

  • Medical expenses: what’s allowed?
  • Donations: how to save tax $$;
  • If CRA get returned mail: the impact even if you have direct deposit;
  • Disability Tax Credit: can save you $2k per year;
  • Multiple tax year filings: up to ten years;
  • Company pension split: save BIG BUCKS;
  • RRSP when you die: taxes can get ugly;
  • Statute of limitations;
  • Keeping records;
  • Nursing home expenses;
  • Rent/property taxes;
  • Child care

This is an open event, anyone is welcome to attend.

Time: Tuesday, March 3, 2015 – 7pm

Location: St. Paul’s Anglican, 227 Church Street, Newmarket, Ontario, L3Y 4C5

For more information email info@stpaulsnewmarket.org

Comment(1)

  1. Reply
    Phil C says

    Looks like an excellent opportunity to SAVE MONEY!

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