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2024 Year-End Tax Tips and Strategies for Business Owners

2024 Year-End Tax Tips and Strategies for Business Owners

by Customplan Financial Advisors Inc. | Dec 4, 2024 | 2024, Blog, business owners, financial planning, tax

As a business owner, managing your finances well can make a big difference for your business’s future. Whether it’s choosing how to compensate yourself or making the most of opportunities like the small business deduction and lifetime capital gains exemption,...
2024 Personal Year End Tax Tips

2024 Personal Year End Tax Tips

by Customplan Financial Advisors Inc. | Dec 2, 2024 | 2024, Blog, financial planning, individuals, tax

The end of 2024 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered five different major types of 2024 personal tax tips:Investment...

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At Customplan Financial Services Inc., we provide personalized financial planning to help you create the life you love.

Karl Krokosinski, EPC

FINANCIAL ADVISOR

Micheline Varas, BA, RHU, RFC, EPC, GBDS, CEA, CHS

RISK MITIGATION STRATEGIST

Bonita Jane Kee, CEA

INVESTMENT FUND AND INSURANCE ADVISOR

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(604) 669-6903

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Customplan Financial Advisors Inc.
1160-1090 W Georgia Street,
Vancouver, BC, V6E 3V7

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