Let Them Decide: Empowering Heirs with the Gift of Decision-Making
14 May 2024More 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 2024In 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 2024Timing 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 2023As 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 2023The 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 2023Do 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.