Everything you need to know about fee deductibility

Efficient tax planning requires a thorough knowledge of your client’s situation. That includes understanding the tax treatment of the fees your client pays.

In this series of articles, you’ll learn which investment fees are deductible and how those fees are treated by CRA in various structures, funds and accounts.

All your questions about deductibility are answered by Doug Carroll, who’s now Practice Lead — Tax, Estate & Financial Planning at Meridian, who has written the following articles for Advisor’s Edge Report:

Part 1: Does going fee-based save clients tax?

Part 2: Should you charge fee or MERs to save clients tax?

Part 3: Corporate-class funds and fee deductibility

Part 4: RRSPs, RRIFs and fee deductibility: what you need to know

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.