Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
Prior to 2023, trusts were only required to file a trust income tax and information return (T3) if the trust had income tax payable or it distributed some or all of its income or capital to beneficiaries. For 2023 and subsequent years, "express trusts" will also have to file a trust return.
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