Tax Strategies

Tax News

Pay probate or income tax?

Don’t let your client be pound foolish

By Curtis Davis |November 24, 2017

6 min read

Tax Strategies

How the prescribed interest rate interacts with employee loans

Where the opportunities and exposure lie

By Doug Carroll |November 24, 2017

3 min read

Tax News

When DTC eligibility is in dispute

Court case illustrates client challenges

By Jamie Golombek |November 24, 2017

4 min read

Advisor's Edge

What T+2 means for tax timing

This year, crystallize capital transactions by Dec. 27

By Doug Carroll |November 14, 2017

3 min read

Estate Planning

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

By Wilmot George |November 1, 2017

4 min read

Planning and Advice

Should clients take CPP’s post-retirement benefit before age 65?

Clients must answer this question if they’re still working at age 60

By Lea Koiv |October 20, 2017

7 min read

Tax News

One case when paying more tax can mean more money

How this works

By Curtis Davis |October 20, 2017

6 min read

Tax News

Statistics Canada data released in September 2017 shows that clients are embracing retirement savings accounts. According to the data, nearly two-thirds of Canada’s 14 million households made some form of retirement contribution in 2015. About 40% of households contributed to a TFSA, 35% to an RRSP and 30% to a registered pension plan. Almost 10% […]

By Jamie Golombek |October 20, 2017

4 min read