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A Holistic Approach in Planning for Your Finance Hi, I'm Samuel Li. One area I specialize in is servicing families with disabilities.

Tax Filing Reminder: Claim Your Disability Amount & Medical Expenses 03/29/2025

As tax season approaches, I know many of you are getting ready to file your 2024 tax return.

If you or a family member have been approved for the Disability Tax Credit (DTC), don’t forget to claim the disability amount. This can help lower the income tax you may owe. Here's a post with more details.

Tax Filing Reminder: Claim Your Disability Amount & Medical Expenses As tax season approaches, I know many of you are getting ready to file your 2024 tax return. Just a quick reminder—the deadline to file is April 30, 2025. If you or a family member have been a…

What are the Changes in the 2024 Federal Budget? 04/18/2024

Since the announcement of the 2024 Federal Budget, I have delved into various research papers and reports to grasp the full scope of the changes. These changes could impact various groups, such as individuals with disabilities, families with young children, first-time home buyers, and business owners.

They enhance support across disability aids, educational savings, home purchasing options, and the sale of business.

One particular change that really caught my attention is the bump up in the capital gains inclusion rate. This makes tax-efficient investing even more important than before, which is also part of the planning for my clients.

For more detailed insights, you can read my full blog here.

What are the Changes in the 2024 Federal Budget? Since the announcement of the 2024 Federal Budget, I have delved into various research papers and reports to grasp the full scope of the changes. Given that there are quite a number of updates this…

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