As we start 2022, it’s a great time to start using tax-saving ideas to help you meet your personal financial planning goals. The global pandemic has continued to bring many uncertainties in policy and tax legislation and volatility in the financial markets, but overall 2021 was another historic year for equities. The following checklist will help you identify important actionable items to consider as part of your 2021 year-end income and transfer tax planning, as well as help you prepare […]