In this comprehensive discussion, Joseph Pochodyniak and Ken Reid from MacNicol & Associates Asset Management delve into various aspects of tax management, focusing on investment strategies, tax forms, and the implications of alternative assets. They provide insights into new tax-sheltered accounts, effective filing strategies, and the importance of understanding different investment vehicles. The conversation emphasizes the need for proper tax planning and the role of tax advisors, while also addressing common questions about registered accounts and family trusts.

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