New income tax rules for life insurance will come into effect in a little over a year, with significant impact on estate plans. Here are strategies ahead of time for your clients.
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About Prudent Asset Management
Devendra (Deven) Sharma is a Chartered Professional Accountant, Tax Specialist and Certified Financial Planner. He also hold Chartered Life Underwriter (CLU), and a Certified Health Insurance Specialist (CHS) designations. For over 15 years, Deven has been providing accounting, investment, insurance, and tax advice to clients around the Peel Region, the Greater Toronto Area and beyond. He specializes in Accounting, Business Consulting, Financial Planning, Investments, Risk Management, Tax Advice, Small Business Planning, Succession & Estate Planning, and Health Care Professionals Tax & Financial Planning.