What now? I’m not referring to Trevor Noah’s podcast show, which I love. This is a question I get from clients who wonder, “What now?”, after the personal tax filing season. Well, if you want to proactively manage and reduce the taxes you pay, now is the time to start planning towards that. This is one reason we host the annual Tax-Efficient Wealth Summit. As you may already know, we recently opened registration for this year’s summit taking place on Saturday, June 20, 2026 in Mississauga and virtually via Live stream. You can take advantage of EARLY BIRD registration now before it expires! Enjoy this issue where I share key tax and financial planning tips to help you navigate both simple and complex tax situations. Please remember to share this with your network:

1. Tax Season Is Over…Now What?

For many of you, the personal tax season is over as you’ve now filed your taxes, paid your taxes owing or received a refund of your money from the government. The temptation now is to put this aside until this time next year.

No, No, No!! Not so quickly…

Now is the time to start planning so you can pay less tax next year, perhaps get a bigger refund, or have your money working much harder for you. And there is no better way to kickstart that plan than planning to attend our upcoming Tax-Efficient Wealth Summit taking place in Mississauga on Saturday, June 20, 2026! 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 speakers 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. Why The Type of Income You Earn Matters

Most Canadians talk about “income” like it’s all the same. It isn’t — and the CRA definitely doesn’t see it that way.

In my latest article, I break down the four main types of income in Canada (employment, dividends, capital gains, and truly tax‑free income) and show how each one is taxed very differently. More importantly, I explain why the mix of income you earn can cost you (or save you) tens of thousands of dollars over your lifetime — and what you can start doing now, right after tax season, to shift more of your income into smarter, more tax‑efficient buckets.

If you’re serious about keeping more of what you earn — whether you’re an employee, professional, or business owner — this is a practical, plain‑language read.

👉 Read the full article here: https://kengreen.ca/income/​

3. Focus on Value…

We live in a society where the temptation to impress is so pervasive. We see it everywhere, particularly in social media. Sometimes, we become so obsessed with the idea of impressing others that we often end up living above our means and taking on so much debt. This quote by James Clear points us in a different direction to instead focus on providing value to others rather than on impressing them:

"Focus on what provides value to others, not what impresses others.

Other people spend about as much time thinking about your lifestyle and accomplishments as you spend thinking about their lifestyle and accomplishments. Which is to say, not much time at all.

The things we do to impress others rarely impress them for longer than five minutes. But the things we do to provide value for others can last a lifetime. In the long run, one of the most impressive things you can do is provide exceptional value."

James Clear, author of Atomic Habits, shares insightful quotes like this weekly. Consider subscribing to his weekly emails for tips on cultivating winning habits. Check it out here.

4. Dog Breeding vs. Rental Properties: When CRA Allows Business Losses

Not all losses are created equal. In one tax case, a couple’s dog-breeding operation lost nearly $1 million over 20 years and was deemed a hobby, not a business. However, their short-term rental venture, though initially unprofitable, was allowed because it was well-researched, marketed, and run like a business.

✅ Lesson: If you want to deduct losses, make sure your activity is run in a commercially reasonable and organized manner. This is especially critical for those operating side hustles or those managing rental properties.

You can get all the details in our previously published tax newsletter here.

5. The Tax-Efficient Path To Creating Wealth

I strongly believe that you don’t need a 6-figure salary to create financial freedom. And for this reason, I believe financial freedom is attainable for most people. However, only few achieve it. Why? It’s because most people lack a fundamental knowledge and a proven path to follow. This is why I wrote the book, Tax-Efficient Wealth, to provide you with an easy-to-implement blueprint that will enable you to build and grow your wealth in a tax-efficient manner. After reading this book:

• You will have a solid knowledge of the key wealth drivers to build wealth and uncover the money mindset required to win the money game.
• You will have a blueprint and a step-by-step plan to start your journey on building and growing your wealth tax-efficiently.
• You will save taxes, have more money, and have the confidence to shatter all your money worries for life.

You can grab a copy of the book here and in this short video, I share what the tax-efficient path to wealth is.