Tax Strategies

Advisor's Edge

TFSA overcontributions still a problem

Federal Court case is the latest reminder of the costs

By Jamie Golombek |November 7, 2022

4 min read

Advisor's Edge

Inflation will affect tax brackets

Indexing helps your clients’ after-tax income keep pace

By Curtis Davis |November 7, 2022

3 min read

Tax Strategies

Tax-loss selling: investing’s moral victory

Help clients turn investment losses into a tax win

By Curtis Davis |November 3, 2022

5 min read

Tax Strategies

Help clients claim tax credits for charitable donations

A sample scenario illustrates the savings

By Keith Masterman |September 14, 2022

3 min read

Tax Strategies

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

By Wilmot George |August 15, 2022

4 min read

Tax Strategies

Estate planning with trusts

Help your client benefit from these important tools

By Jacqueline Power |August 12, 2022

4 min read

Tax Strategies

Consider inflation when deciding when to begin CPP

The higher the inflation rate, the bigger the benefit of waiting

By Lea Koiv |June 28, 2022

4 min read

Advisor's Edge

CRA can use ‘arbitrary assessments’ to fill a filing void

A Tax Court case offers a warning about missing corporate returns

By Jamie Golombek |May 9, 2022

4 min read

Advisor's Edge

Estate planning with TFSAs

Avoid the tax consequences of not distributing a TFSA quickly after the account holder dies

By Curtis Davis |May 9, 2022

3 min read

Tax Strategies

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

By Jacqueline Power |March 31, 2022

4 min read

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