Tax

Magic of tax-efficient bond investing

A well-diversified portfolio should include bonds as well as stocks. From an investment perspective, bonds have several desirable characteristics.

By André Fok Kam |June 7, 2011

7 min read

Planning and Advice

Increasing estate value for the affluent

Frequently incorporated in estate plans for affluent clients, an estate bond is a taxefficient strategy that creates a large and immediate estate value.

By André L’Espérance |June 3, 2011

3 min read

Market Insights

Tax Freedom arrives a little later

Monday June 6 will see the newly minted Conservative government table the federal budget for the second time this year, but it also marks another milestone: Tax Freedom Day. Every year the Fraser Institute calculates the day when the average Canadian will have paid off their tax burden for the year, with earnings from the […]

By Staff |June 3, 2011

2 min read

Tax News

The pitfalls of joint tenancy

Joint tenancy has always been a complex estate planning tool

By Floyd Gradley |June 2, 2011

6 min read

Managing a financial windfall

What are the odds that you or someone close to you will enjoy a financial windfall during your lifetime? If you’re counting on winning a lottery, the odds are ridiculously bad. For example, the chance that you could draw the right six numbers out of a set of 49 in one of the big national lotteries is somewhere in the range of one in 14 million.

4 min read

International income isn’t always tax-free

It’s common these days for nearly every financial advisor to have at least one client with a foreign connection. That could mean a client with a foreign parent living overseas or a child living in the United States. It could also be a client who has previously lived in Europe and then immigrated to Canada, but still has financial ties with the foreign jurisdiction.

3 min read

U.S. transplants face harsh FBAR penalties

In recent years, the Internal Revenue Service (IRS) has increased its focus on reporting of foreign financial accounts by U.S. persons. This is evidenced by the renewed IRS emphasis on receiving the Form TD F 90-22.1 Report of Foreign Bank and Financial Accounts, (also known as FBAR reporting).

4 min read

Tax developments for philanthropists

Anne Brayley, vice president, professional advisory services at the Toronto Community Foundation, speaks with Heather Evans, managing partner, tax at Deloitte & Touche, about how the current tax environment influences trends in philanthropy.

3 min read

Tax

Magic of tax-efficient bond investing

Increasing estate value for the affluent

Tax Freedom arrives a little later

The pitfalls of joint tenancy

Beware the kiddie tax

Choose your executor wisely

Managing a financial windfall

International income isn’t always tax-free

U.S. transplants face harsh FBAR penalties

Tax developments for philanthropists