This weekend, Adiel and I were at the University of Guelph’s Gryphon stadium for the 2nd of 3rd tryouts for him to get a spot in the Team Ontario U-18 football team that will be competing in a tournament this Summer with other provinces in Canada. I had the opportunity to tour the university while I was there and I was impressed with the beautiful campus and amenities. As you may already know, we’re deep in the personal tax season, so it’s super busy at the firm. In this issue, I share some key tax and financial planning tips to help you navigate both simple and complex tax situations. Enjoy - and please share this with your network:

1. Registration is Now Open for the 2026 Tax-Efficient Wealth Summit

We are excited to announce that EARLY BIRD registration is now open for this year’s Tax-Efficient Wealth Summit taking place on Saturday, June 20th in Mississauga. This year, we also have a LIVE online stream option if you want to join us virtually.

If you’re considering ways to minimize your taxes and build wealth in a tax-efficient manner, then you should make plans to join me and my guest speakes at this year’s Tax-Efficient Wealth Summit where we will focus on the 3 key tax-efficient asset classes used by the wealthy to build and accelerate wealth. For those attending in-person, you will have the opportunity to connect with others just like you and potentially build new relationships. For all attendees, it’s a great learning environment with the great speakers we have lined up this year

You can get all the event details and register here.

2. Ten Mistakes to Avoid as You File Your Personal Tax Returns

Most Canadians rely on DIY tax software and assume that’s enough—but the real cost is in the mistakes you don’t see.

In my latest article, I walk through 10 common (and expensive) errors I see every year: from over‑claiming self‑employment expenses and ignoring carryforwards, to missing powerful credits and mishandling CRA reviews. I also show you the key numbers you should pull from your return—your actual tax paid, average and marginal rates—and how to use them to pay less tax next year, not just “get a refund” this year.

If you’re serious about keeping more of what you earn in 2026 and beyond, this is a must‑read.

👉 Read the full article here: https://kengreen.ca/10mistakes/

3. It’s Tax Time & It’s Time To Seek Insights…

It’s that time of the year again when we all have to file our personal taxes. Often, we simply go with the flow and file for compliance’s sake. We fail to seek insights, like:

• What’s my average tax rate?
• What’s my marginal tax rate?
• As a family unit, how much did we pay in taxes?
• Why did I get a refund?
• Why did I have to make a payment to CRA?
• What options do I have to improve my situation next year?
• Did I use tools like RRSP, TFSA, Insurance, etc to optimize my taxes?
• How can additional savings in taxes enhance my investments and returns?
• How can additional savings in taxes enhance my retirement planning?

When you don’t get insights, you end up paying more in taxes than you’re required to and a dollar lost in taxes today will not only cost you a dollar today, IT WILL COST YOU A MULTIPLE OF THAT DOLLAR OVER TIME! Learn how our personal tax services can help you get answers to these questions this tax season so you can file your 2025 taxes with INSIGHTS! Get the details here.

4. The 3 D’s of Tax Planning

As you may already know, tax planning is all about minimizing or eliminating taxes. A good tax plan will often include strategies to deduct, defer, and divide.

• Deduct: A tax deduction (or “write-off”) reduces your taxable income, on which your federal tax is calculated.
• Defer: A deferral strategy allows you to move your tax liability into a future year. You owe the tax, but rather than paying it today, you can pay it at a future date.
• Divide: This strategy allows you to spread income among different taxpayers to lower the effective tax rates for the combined family.

Remember, every dollar saved in taxes will help accelerate your wealth. To read the full article, go here.

5. Did You Know That Different Types Of Income Attract Different Tax Rates?

When it comes to taxes, the term “income” isn’t quite as straightforward as you might think. In Canada, there are four main distinct groups of income you may have as an individual with a variety of different tax implications. In some cases, you may have sources of income with zero tax! So, understanding this and arranging your affairs accordingly will enable you to enjoy tax breaks that most people don’t know about. You can read and learn more about this here.