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

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

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

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

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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

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.


Waiting for the Whale to Surface

31 Aug 2023

This week we came across an analogy that related monetary policy to dead whale spotting… That’s right, central bank directors and fishermen have more in common than we ever could have imagined.


Changes to Family Business Transfers are coming sooner than you think

27 Jul 2023

Canadian tax legislation is changing on January 1st, 2024, and there are huge implications for those who are looking to transfer their business to a family member.


How are First Home Savings Accounts taxed at death?

30 Jun 2023

A First Home Savings Account (FHSA) is a new registered plan allowing a prospective first-time home buyer, to save for their first home tax-free (up to certain limits) with contributions being generally tax deductible. It can remain open until the end of its 15th anniversary, the FHSA holder turns 71, or the end of the year the FHSA holder makes their first qualifying withdrawal.


TFSA beneficiary vs. successor holder – the difference is HUGE!

30 Jun 2023

Tax-free Savings Accounts (TFSA) are mainly known for their benefit of being tax-free. But there is another huge benefit of TFSAs, which is the ability to name either a beneficiary or successor holder on the account.


SOCIAL MEDIA

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