Ahead of the pack: Tax tips

Article Tools

Print

Email

Text size

This Advisor.ca Special Report is sponsored by:

(November 2009) Advisors do a lot, but tax planning may be your most important task. No matter what your clients invest in, if they don’t file properly, claim what they can and take advantage of various tax reduction strategies, you may as well kiss that wealth-building goodbye.

In our annual tax package we once again reveal useful tax tips and lay out everything your clients need to do before they file.

Up to speed; 2009 tax changes
Need a little tax tutorial before plunging into another RRSP season? CIBC’s Jamie Golombek brings us up to speed on this year's tax changes. Read more…

Tax planning for your practice
It’s every advisor’s November ritual: taking a fine-tooth comb to clients’ financial plans. Reviewing portfolios, revisiting risk and reminding clients about their tax obligations are things every good planner does. But being diligent with clients doesn’t mean you can take care of yourself. We reveal some important tax planning strategies for advisors of all stripes. Read more…

Tax quiz
You're a tax genius, right? Prove it. Take this interactive tax quiz — prepared by CIBC's Jamie Golombek — to find out if you really do know your stuff. Take the test...

Documentation checklist
Tax planning is a complicated business, so it's likely a few advisors are left with that sinking feeling that they forgot to tell their clients something. With this handy checklist, prepared by the Knowledge Bureau's president, Evelyn Jacks, you'll never have a client miss out on a tax savings measure again. Read more…

Advisor.ca's top 10 tax stories of 2009
Over the course of the year, the staff at Advisor.ca has written a plethora of articles about pressing tax issues. Don't worry if you've missed some of these gems — we've made sure to highlight a few of the pieces that readers found especially important this year. Read more...

To Clients: Tax deadlines are looming
Clients are often busy shopping for holiday gifts in December, so why not send them a letter reminding them that buying presents isn't the only thing that needs to get done by the end of the year. This template letter explains to clients a few of the tax-related things they need to do before they ring in 2010. Read more...