Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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Year End Tax Planning - Using Losses to Refund Income Tax

December 10, 2008 - 0 comments

The market has given us lemons this year.  It is year end and here is an idea to help you make lemonade. 

This week I spoke with Greg Hebert on CFRA’s and the Chartered Accountant’s Tax Tip Tuesdays about ‘tax loss trading’. This is a tax tool that can put cash in your pocket.  Listen here to find out more...




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