Q1 2014 Tax Tips & Traps Newsletter

Our Q1 2014 Tax Tips and Traps newsletter is out!Newsletter Picture

In this Edition

  • Medical expenses and related travel costs
  • Medical expenses and home renovations
  • What is your marital status?
  • Splitting up (Divorce) and transfers of property
  • Fitness club dues as tax-free benefits?
  • Insurance policy transfers
  • Charitable donations of free rent
  • Web tips for living in retirement

Download your copy of Tax Tips & Traps.

Dean Paley

A graduate of Simon Fraser University, Dean started and operated an independent painting company while perusing a degree at SFU. After graduating from Simon Fraser, Dean entered the Certified General Accountants Program of Professional studies where he obtained the professional CGA designation. After a number of successful years as the head of finance for the Canadian operations in a global financial services firm, Dean moved into a marketing role and established and launched a tax, estate and financial planning support department and service to advisors and clients. During this time Dean successfully obtained the Certified Financial Planner (CFP) designation. Dean has been a member of the Canadian Forces Reserve spanning three decades serving in the Royal Westminster Regiment (B.C.), the Military Police and later as a commissioned officer in the Cadet Instructors Cadre in Hamilton Ontario. Dean Paley CGA CFP has been interviewed and quoted in major media such as the National Post, Financial Post, Toronto Star, Canadian Business, Money Sense and Investment Executive. Dean is married to his lovely wife Deborah and has four lovely children.