EPISODE · Dec 4, 2025 · 9 MIN
The Executor’s Guide to the Final Return
from Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives · host Nancy Boisvert
Filing the final tax return is one of the most misunderstood executor duties, and one of the most important. This week, we discuss what executors must do, when to file, and how to avoid costly CRA mistakes.We’ll also talk about optional returns, clearance certificates, and how planning ahead can prevent major delays.Listen now, then read the companion article for full details: https://agapimarketing.com/nexsteps/the-executors-guide-to-the-final-return/#nexsteps #executor #estateplanning #taxplanning#financialliteracy #estateadmin
What this episode covers
Filing the final tax return is one of the most misunderstood executor duties, and one of the most important. This week, we discuss what executors must do, when to file, and how to avoid costly CRA mistakes.We’ll also talk about optional returns, clearance certificates, and how planning ahead can prevent major delays.Listen now, then read the companion article for full details: https://agapimarketing.com/nexsteps/the-executors-guide-to-the-final-return/#nexsteps #executor #estateplanning #taxplanning#financialliteracy #estateadmin
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The Executor’s Guide to the Final Return
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