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Tax Tips You Need To Know Before Filing Your 2022 Taxes
It’ll be time to file your 2022 taxes soon, and you must take advantage of every tax credit and deduction you can! Our article covers the following:
• Canada Workers Benefit.
• Claiming home office expenses.
• The tax deduction for zero-emissions vehicles.
• Return Of Fuel Charge Proceeds To Farmers Tax Credit.
• Eligible Educator School Supply Tax Credit.

When and Why You Should Conduct an Insurance Audit
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.

Federal Budget 2023 Highlights
On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:
• New transfer options associated with Bill C-208 for intergenerational transfer.
• New rules for employee ownership trusts.
• Changes to how the Alternative Minimum Tax is calculated.
• Improvements to Registered Education Savings Plans.
• Expanding access to Registered Disability Savings Plans.
• Grocery rebate.
• Deduction for tradespeople tool expenses.
• Automatic tax filing.
• New Canadian Dental Care Plan.
Learn how we can help you achieve your financial goals
Kelly Smith Group
Kelly Smith, CFP, CPA., CGA., LLQP, RIBO
Founder and Principal Advisor
(416) 402-1143
kelly.smith@kellysmithgroup.ca
Ryan McCrory
Financial Advisor
(519) 933-6564
ryan.mccrory@kellysmithgroup.ca
Our Office
11 Tannery Creek Crescent
Aurora, ON
L4G 5N4
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About
We understand your financial values, goals, and concerns and create a data driven, actionable plan that accomplishes your goals and addresses your concerns. We are financial professionals dedicated to helping you achieve financial goals and making life more enjoyable.