Pejovic & Associates Private Wealth Management

Are the U.S. elections overshadowing a larger economic crisis? Dr. James Thorne highlights the risks of America's skyrocketing national debt and what trends investors should watch for in 2025. Find the details in his August #MarketInsights: https://bit.ly/3SFf2fL #Investing #Elections2024

If you haven't already paid the interest for your prescribed rate loan (2023 year), it is due on or before January 30, 2024. Learn more about when and how to pay the loan here: https://bit.ly/47xTTJ3 #WellingtonAltus #WealthPlanning #PrescribedRateLoan

Is your name on legal title for assets you don't have an interest in, like on your parents' home or child's bank account? Trust reporting rules have changed this year, and you may have a new reporting obligation with the CRA. Learn more here: https://rb.gy/2dj0t6 #WellingtonAltus #WealthPlanning #TrustReportingRules

There are a few factors to consider when calculating the Registered Retirement Income Fund (RRIF) minimum withdrawal amount for 2024. We break them down along with some scenarios here: https://rb.gy/5afo3p #WellingtonAltus #Retirement #WealthPlanning #RRIF

Canadian shareholders of foreign securities that have received an eligible distribution of spin-off shares can elect to defer tax on the transaction. See which 2023 foreign spin-offs received CRA approval and find out more here: https://rebrand.ly/qcg20dx #WealthPlanning #ForeignSpinOffs

Canadian taxpayers who have certain foreign property with a total cost exceeding $100,000 must file a T1135 or face heavy penalties. See who needs to file a T1135 and what foreign property must be reported here: https://rb.gy/5jr064 #WealthPlanning #T1135 #ForeignProperty

Enjoy some time together and #Accelerate your relaxation. Wishing everyone a great August long weekend!

Not sure which registered plan is right for you? With many different options for saving and investing, it can be challenging to determine the best use for each type of account. Compare your options here: https://rb.gy/ln64ts #WealthPlanning #CanadianRegisteredAccounts

U.S. persons living in Canada and/or those who own U.S. situs assets may have tax and information filing obligations in the U.S. See filing requirements and details around certain relief measures here: https://rb.gy/g0tpvz #WealthPlanning #CanadaUSCrossBorderTaxes

As our firm continues to #Accelerate forward, we are honoured to again be named as one of Canada's Best Managed Companies! Officially marking our firm as a Gold Standard winner, this acknowledgement is a testament to our innovation, adaptability, and growth in 2024. #BestManaged