Tax Strategies

Estate Planning

How to define an estate

It's difficult to distinguish an estate from other trusts

By Jamie Golombek |May 18, 2012

3 min read

Tax News

Good news for clients with 401(k)

Learn more

By Jacqueline Power |April 25, 2012

3 min read

Tax News

Taxpayer gets second chance

Readers will recall my repeated warnings about the severe penalties for failing to file Form T1135, the Foreign Income Verification Statement.

By Jamie Golombek |April 15, 2012

3 min read

Tax News

The April 30 tax filing deadline is quickly coming into view. Are your clients prepared? As an advisor you might not think it essential to remind clients about the basics, but the help you can provide cements relationships by letting clients know you’re always looking out for them.

By Michelle Munro |March 26, 2012

6 min read

Estate Planning

Do you know how to use in-trust accounts?

Points to think about when discussing ITFs with your clients

By Carol Bezaire |February 13, 2012

5 min read

Tax News

Contentious clawbacks

From time to time, the issue of the dreaded clawback of the Guaranteed Income Supplement (GIS) or Old Age Security (OAS) benefits rears its ugly head in Tax Court when an irate—and often confused—taxpayer challenges the government’s decision to suddenly reduce his or her government benefits based on a one-time unusual income event the prior year.

By Jamie Golombek |February 1, 2012

3 min read

Tax News

Beware of tax protester schemes

For at least a decade, there have been organizations and individuals who have promoted the natural person argument which suggests that natural persons are not subject to the Income Tax Act.

By Wilmot George |January 31, 2012

5 min read

Tax News

No sympathy

This past fall saw the release of six Federal Court of Appeal decisions (Stemijon Investments Limited v. A.G. Canada, 2011 FCA 299), involving the Asper Group of companies and their ongoing tiff with the Canada Revenue Agency over egregious penalties charged for the late filing of Form T1135, the “Foreign Income Verification Statement.”

By Jamie Golombek |January 1, 2012

4 min read

Tax News

Rental woes

Tax write-offs from income properties don’t always materialize

By Jamie Golombek |December 31, 2011

3 min read

Planning and Advice

Residency rules snowbirds need to know

Avoiding Canadian winters by heading to the warmer climate of the southern United States has long been a common goal for Canadian retirees. These snowbirds look to enjoy the warm weather while maintaining their Canadian ties. For many it's a great way to spend a part of their retirement, as long as they are aware of the potential tax consequences.

By Michelle Munro |November 16, 2011

6 min read

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