This fact scenario is based on a situation presented to me recently and I appreciated the opportunity to being “re-educated” on the tax treatment of pension plan lump sum payments. A taxpayer’s spouse retires as a teacher and elects to start receiving her guaranteed pension. A couple of year later,…
PENSION PLAN LUMP SUM PAYOUTS
By Steven Frye
closeAuthor: Steven Frye
Name: Steven Frye
Email: Steven.Frye@bakertillywm.com
Site: https://www.bakertilly.ca/en/wm-toronto-ontario/
About: Baker Tilly WM LLP is a leading, independent audit, tax, and business advisory firm based in Vancouver and Toronto, serving clients across Canada. Drawing on well-trained teams across a variety of disciplines, we ensure the alignment of our professional’s skills and experience with client requirements, resulting in exceptional service and business outcomes.See Authors Posts (170) • August 14, 2018 • 0 Comments
Email: Steven.Frye@bakertillywm.com
Site: https://www.bakertilly.ca/en/wm-toronto-ontario/
About: Baker Tilly WM LLP is a leading, independent audit, tax, and business advisory firm based in Vancouver and Toronto, serving clients across Canada. Drawing on well-trained teams across a variety of disciplines, we ensure the alignment of our professional’s skills and experience with client requirements, resulting in exceptional service and business outcomes.See Authors Posts (170) • August 14, 2018 • 0 Comments