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Congratulations Eileen Tang, CGA

The firm would like to congratulate Eileen Tang on obtaining her Certified General Accountants (CGA) designation.  In 2009, Eileen graduated from Simon Fraser University with a Bachelor of Business Administration and started with the firm.  She continued her studies in the CGA-BC program while building her experience in Estates and Trusts accounting and taxation and […]

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Congratulations Heather MacLean, CGA

The firm would like to congratulate Heather on receiving her Certified General Accountants (CGA) Designation.  Heather joined MTI in 2005, and is working as a senior accountant in the firm’s Estates and Trusts Department. She works primarily with Estate lawyers, Executors and the Public Guardian and Trustee of BC. Her services include Estate tax filings, […]

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Tax Clearance Certificate – The 5 W’s (Who, what, where, when, & why?)

The importance of obtaining a Tax Clearance Certificate for an Estate of a Canadian deceased taxpayer and practical tips on how to request one.

I considered answering the 5 W’s in the order we are used to saying them, but it is the “why” that is going to grab your attention. So, I am going to start there. Unless otherwise stated, the term Executor includes any words or phrases used to describe the legal representative of the Estate.

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