Top tax issues you should consider before 2024
Checklist
Your tax deadlines
Are you prepared to meet upcoming deadlines to achieve 2023 tax savings?
Your investments
Have you maximized your TFSA contribution?
Should you sell investments with unrealized capital losses/gains?Your family
Are you moving to a new province/territory?
Did you sell your home?
Are you saving for your first home?
Have you filed an annual Underused Housing Tax (UHT) return?Your retirement and estate planning
Have you maximized your RRSP contribution?
Did you turn 71 in 2023?
Do you have a trust (including a bare trust)?Other planning opportunities
Did you contribute to an RESP for a child?
Have you made a charitable donation?
Do you drive a company car?
Have you paid your personal tax instalments?
Do you need to make a taxpayer-relief request?