Highlights

Maximizing Impact: Have You Considered a Donor-Advised Fund?

As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the AMT means that, come January 1st, you may no longer receive full deductions and tax credits for your charitable contributions. But perhaps there is yet another way...

Implications of the Pan-Asia Trade Pact

On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history, significantly reshaping traditional economic power dynamics.


B CORP

B Corp - Best for Workers 2022

We have been recognised for our positive impact on employees.

Forest B: Old Growth Forest of the Future

We are proud to be among the community of B Corps creating our very own old growth forest of the future; Forest B.

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EDUCATION

Let Them Decide: Empowering Heirs with the Gift of Decision-Making

More than simply a transfer of assets, succession planning is the passing on of values, responsibilities, philanthropic ideals, and the ability to make strategic, informed decisions. But what if an adult inheritor never learned to make difficult decisions? How will they steward the family legacy with deliberate governance?

Password Planning for the Digital Age

In life, passwords serve as the keys to our digital kingdoms, guarding everything from cryptocurrency accounts to social media profiles and personal media archives. The challenge lies in striking a balance between security and accessibility, ensuring that digital assets do not become digital liabilities when the inevitable occurs.

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INSPIRATION

Our latest community partnership is a slam dunk!

To build on this legacy of giving and making a social impact, we are excited to be the lead champion of the Calgary Surge Assist initiative.

Youth of Distinction Awards 2023

The Youth of Distinction Awards (YODA) recognize deserving youth, 12-18 years of age or still in high school, for the remarkable ways in which they have chosen to live.

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INVESTMENTS

Maximizing Impact: Have You Considered a Donor-Advised Fund?

As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the AMT means that, come January 1st, you may no longer receive full deductions and tax credits for your charitable contributions. But perhaps there is yet another way...

Implications of the Pan-Asia Trade Pact

On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history, significantly reshaping traditional economic power dynamics.

All INVESTMENTS

WORLD NEWS

Implications of the Pan-Asia Trade Pact

On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history, significantly reshaping traditional economic power dynamics.

CLSA 2022

Learn more about what we took away from a variety of independent business, academic and political experts that were featured at this year's CLSA.

All WORLD NEWS

ARTICLE LIST

Understanding Life Interest Trusts: A Guide to Mitigating Capital Gains Tax Impact

23 May 2024

Life interest trusts are often used in estate planning to bypass probate, ensure privacy and confidentiality, act as a substitute for a will, and ensure ongoing benefit from assets while preserving family legacies.


Navigating the Upcoming Capital Gains Tax Changes: Strategies for Wealth Preservation

16 May 2024

The 2024 federal budget introduced a significant proposed increase to the capital gains inclusion rate from 50% to 66.67% for corporations and trusts, and for individuals on net capital gains exceeding $250,000 annually.


Let Them Decide: Empowering Heirs with the Gift of Decision-Making

14 May 2024

More than simply a transfer of assets, succession planning is the passing on of values, responsibilities, philanthropic ideals, and the ability to make strategic, informed decisions. But what if an adult inheritor never learned to make difficult decisions? How will they steward the family legacy with deliberate governance?


Password Planning for the Digital Age

14 May 2024

In life, passwords serve as the keys to our digital kingdoms, guarding everything from cryptocurrency accounts to social media profiles and personal media archives. The challenge lies in striking a balance between security and accessibility, ensuring that digital assets do not become digital liabilities when the inevitable occurs.


The Right Time to Start Collecting CPP and OAS for Your Retirement

09 Jan 2024

Timing is everything, and when it comes to withdrawing your Canadian Pension Plan (CPP) and Old Age Security (OAS) payments, making an informed decision becomes crucial for maximizing your retirement income and ensuring financial stability in your golden years.


Maximizing Impact: Have You Considered a Donor-Advised Fund?

23 Nov 2023

As we hurtle towards the familiar holiday hullabaloo and year-end tax planning, looming changes to the AMT means that, come January 1st, you may no longer receive full deductions and tax credits for your charitable contributions. But perhaps there is yet another way...


SANDSTONE Wins the CPA Alberta Social Entrepreneurship Award at the 40th Small Business Awards

07 Nov 2023

The gala event, hosted annually by the Calgary Chamber of Commerce, witnessed the Calgary business community coming together in droves to celebrate exceptional pioneers from every quadrant of our city. 


Taxing Generosity: How Changes to the Alternative Minimum Tax (AMT) May Impact Your Donations

24 Oct 2023

Do you make large donations of cash or qualifying securities as part of a tax strategy? If so, 2023 could be the last year you receive full deductions and tax credits for these charitable contributions.


Implications of the Pan-Asia Trade Pact

16 Oct 2023

On November 15th, 2020, fifteen Asia-Pacific nations signed arguably the largest free trade agreement in history, significantly reshaping traditional economic power dynamics.


FHSA Update & Changes to RESP Drawdowns

21 Sep 2023

We have two major announcements involving registered accounts here at SANDSTONE. First Home Savings Accounts will be coming later this Fall and details on the RESP Changes and Tax-Efficient Drawdowns to follow.


SOCIAL MEDIA

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