Tax Strategies

How superficial loss rules impact employee plans

We look at key aspects of the superficial loss rule and identify a common pitfall for clients in employee share purchase plans.

By Wilmot George |June 20, 2016

5 min read

Life

Collateral damage: The impact of new life insurance transfer rules

The federal budget proposed measures that impact certain transfers of life insurance policies

By Florence Marino |June 15, 2016

6 min read

Tax News

Income splitting tips for retirees

A look at income splitting for a retired couple in Atlantic Canada.

By Michelle Connolly |June 2, 2016

4 min read

Tax News

Tax changes affect income splitting for incorporated clients

We look at a family that includes an incorporated doctor.

By Michelle Connolly |May 26, 2016

4 min read

Tax News

Get maximum benefit out of an RDSP

There’s confusion when it comes to the family net income that’s used to calculate the grant entitlement

By Jacqueline Power |May 19, 2016

4 min read

Tax News

Despite tax changes, income splitting can still benefit clients

Over the next 3 weeks, we’ll look at three family scenarios and examine how recent tax changes affect them in 2016 and in years to come.

By Michelle Connolly |May 18, 2016

4 min read

Planning and Advice

Finding the right buyer for your book

This article is part of a series

By Doug Carroll |May 13, 2016

4 min read

Tax News

Tax-efficient investing in a low-rate environment

Do ultra-low interest rates challenge conventional wisdom?

By Curtis Davis |April 14, 2016

5 min read

Tax News

What happens when business expenses are claimed as personal

Characterizing personal expenses as business ones leads to tax trouble

By Jamie Golombek |April 8, 2016

4 min read

Tax News

Tax and legal considerations when selling your book

Part 1 in a series on selling your book: how and why to prepare

By Doug Carroll |April 8, 2016

5 min read

← Previous 1 … 23 24 25 26 27 … 45 Next →