Oliphant Wealth Management

Oliphant Wealth Management /*********/
http://bit.ly/1nspoNn

At Oliphant Wealth Management of Raymond James Ltd., our goal is to help you implement better decisions to address the often neglected, sometimes overwhelming things in life that involve planning, money, and time.

Executor selection : where will they be living when you call them to action? A good article on some of the practical c...
10/21/2024

Executor selection : where will they be living when you call them to action? A good article on some of the practical considerations.

www.paperturn-view.com

Capital gains inclusion rate change encourage you to SELL? Understand your tax obligations and potential planning oppor...
10/15/2024

Capital gains inclusion rate change encourage you to SELL? Understand your tax obligations and potential planning opportunities to minimize taxes to Canada.

raymondjames.ca

What about the U.S. election? Michael Cembalest providing this very thoughtful (and detailed) analysis. One takeaway - ...
10/07/2024

What about the U.S. election? Michael Cembalest providing this very thoughtful (and detailed) analysis.
One takeaway - Tax revenues to fall below Entitlement+Interest regardless of party.

jpmorgan.com

Are you ready to spend the weekend 'winding down' your cottage? How about another hour or two to look after an eventual...
10/04/2024

Are you ready to spend the weekend 'winding down' your cottage? How about another hour or two to look after an eventual permanent winddown?

raymondjames.ca

06/16/2024

Getting along with others. The IRS and your estate.
06/06/2024

Getting along with others. The IRS and your estate.

rollingstone.com

06/05/2024

Who's leaving? "The number of people moving from Canada to the U.S. hit 126,340 in 2022. That's an increase of nearly 70 per cent over the 75,752 people who made the move in 2012."
Adjusted for a growing and aging population, is the statistic just as alarming?

www-cbc-ca.cdn.ampproject.org

The executor fee you pay your child is taxable income to them !!!If you don't want to share the fee with the CRA it take...
06/03/2024

The executor fee you pay your child is taxable income to them !!!
If you don't want to share the fee with the CRA it takes planning.

moneysense.ca

A life that spans borders provides an uncommon perspective and often a complex financial picture. We love complexity! ...
05/30/2024

A life that spans borders provides an uncommon perspective and often a complex financial picture.

We love complexity! That's why we moved to RJ three years ago - best resources for our team that is Cross Border licensed. , ,

www.rjlu.com

The following checklist is intended to be a guide to help anyone facing the responsibilities and duties of an attorney f...
05/28/2024

The following checklist is intended to be a guide to help anyone facing the responsibilities and duties of an attorney for property. It is important to consider whether you are naming the appropriate individual for the role.
If your accepting the role, consider it after consultation with people who really know what the job entails. The lists don't mention the challenges !

www.raymondjames.ca

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Calgary, AB
T2P5C5

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