Taxes Episodes

WATCH ▶️ Watch this episode on YouTube *** EPISODE DESCRIPTION Episode 125: Matt and Taylor are joined by Stefano Pannu, B.A., CFP®, CLU®, CIM®, FCSI®. Stefano is a Partner & Principal Financial Advisor at Noble Pannu Wealth Management Ltd from Kelowna, BC, who has been supporting high net worth clients since his Certified Financial Planner (CFP) designation in 2016. Stefano quickly developed a passion for holistic financial planning in helping clients reach their ultimat...

Episode 52: Matt and Taylor are joined by Nicole Watson, CA, CPA, TEP. Nicole is the Owner and Founder of Watson Chartered Professional Accountant Services Inc. from Kelowna, BC, which provides specialized tax advisory and compliance services clients and other CPA firms across Canada. Nicole has over 20 years of accounting experience, and has been Taylor's accountant for years. Nicole is here to discuss: → GST, CPP, dividends, when to incorporate, tax penalties, and tax deferral. → How pre...