Financial Planning & Working in the U.S.

Financial Planning

Financial Planning the way it was meant to be! Our program is completely fee based, assuring you of completely unbiased advice. You develop and design your own program using our fully integrated process. And you will benefit from our unique Asset Protection program and will be exposed to our proprietary Real Estate Trust portfolio along with our affinity investment program, insurance and other service discounts. You’ll be glad you took the time to attend our Financial Coaching seminar; it’s one of the best programs in Canada designed for the independent professional.

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Working in the U.S.

There is a lot of opportunity for IT consultants from Canada to work in the States. Right now there are over 300,000 unfilled IT positions available with US companies. And if you are going to work in the US, you need to set things up right before you go…. We can assist you to do this, just as we have assisted hundreds of others. Come to our seminar and learn the 20 questions the IRS can ask, questions that you need answers to, and let us point out the key tax issues you will be facing. And besides that you need to know, among other things, about the implications for your health care coverage in Canada and living allowances while away. Join us at our free seminar; it will be definitely worth your while.

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Did you know?

Shareholder Loans

The Income Tax Act provides that shareholder loans are included in the shareholder's income in the year that the loan was made unless the loan is repaid within one year after the end of the lender's taxation year in which the loan was made. Generally, bonuses, salaries and dividends are considered bona fide repayments by shareholders.

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