Tag Archives: married couple

The Tax Advantages of Marriage

tax benefits of marriage

You may have noticed that last Friday was Valentine’s Day. The name “Valentine’s Day” is thought to come from a Roman priest in the third century AD who performed secret marriages. Marriage can evoke a range of beliefs: some people genuinely value the institution, others are indifferent, and some do not believe in it at […]

Do you want to transfer the ownership of your investments to your spouse to save tax?

Have you been thinking that if you could just transfer some of your investment income to your spouse then you will have a lower tax liability? If so, you are not the only one.  This is a common question when we prepare client’s tax returns. Having just completed the tax season and nearing the end […]