Office Hours - February 2025

Key Questions:

  • 1:41 - New Features: Corporate Module, Average Tax, Sharing and AI Filters
  • 9:56 - Is the Charitable Donations Tax Credit Calculated if Donations are Entered in Expense Section?
  • 13:54 - Is there a way to provided additional assets/investments with different rate of return, taxable or tax sheltered etc ?
  • 16:54 - When Making Large Transfers Between Accounts Early in the Year Do You Make Changes in Discovery?
  • 19:40 - How Can I Best Walk Through a "What If" Scenario Where I Adjust the Equity Return Assumptions?
  • 22:40 - Why is my DCPP Balance Disappearing After Only Several Years of Retirement?
  • 30:03 - Why Don't I See Mortgage Payments Included in Future Cashflow?
  • 31:27 - Is There a Method to Show Passive Income in RRSP/TFSA Accounts?
  • 36:25 - What's the Timing of Releasing Update for Multiple Rental Properties?
  • 38:04 - I am Already Receiving CPP/OAS, Why is the Estimate Page Showing Zero?
  • 41:47 - Does the Platform Automatically Calculate How Much Should be Withdrawn from the Corp Acct in Combination With the Registered Accounts
  • 44:13 - Will You be Updating the Software to Include RDSPs? And What About CPP Calculations for Those on CPP Disability?
  • 49:21 - If AI Strategies Suggests Strategies With the Same Success Rate, Which One Should You Pick?
  • 55:32 - What is Considered an Optimal Success Rate?

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.