Tax Strategies

Advisor's Edge

A happy ending for another Form T1135 debacle

A Tax Court judge found the CRA was overzealous in issuing a penalty for late filing

By Jamie Golombek |September 20, 2019

3 min read

Advisor's Edge

Tax changes looming for employees receiving stock options

Help clients navigate the new rules

By Frank Di Pietro |September 20, 2019

4 min read

Estate Planning

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

By Keith Masterman |August 19, 2019

4 min read

Planning and Advice

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

By Curtis Davis |August 12, 2019

4 min read

Estate Planning

Selling real estate? The CRA is watching

What clients need to know about reporting transactions

By Wilmot George |July 18, 2019

4 min read

Tax News

Tax issues when Canadians have U.S. executors

Tips to avoid cross-border complications

By Max Reed |June 13, 2019

3 min read

Advisor's Edge

Tax case illustrates government’s motivation in IPP change

New rules in the 2019 federal budget crack down on commuted value transfers

By Jamie Golombek |May 24, 2019

3 min read

Advisor's Edge

Eligible dividends and the OAS clawback

Interest income versus the dividend tax credit

By Curtis Davis |May 24, 2019

3 min read

Tax News

The federal budget’s other homebuyers’ plan proposal

Why the measure affecting divorced clients could have a broad impact

By Curtis Davis |May 17, 2019

3 min read

Estate Planning

Estate planning and the disabled beneficiary

Consider these factors before establishing a Henson trust

By Keith Masterman |May 10, 2019

3 min read

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