More from Tax
Coming to terms with the HST
Doug Carroll / March 09, 2010This past holiday season, the kids received a DVD of heritage-era cartoons, not the ones with either of the famous big-eared rodents, but instead a collection of fractured fairy tales.
For retirees, the cupboard is bare
Steven Lamb / March 04, 2010For most retirees looking for a helping hand from the federal budget on Thursday, there was only one piece of good news: they likely won't have to cope with any complex changes to their finances.
George: Making spousal attribution rules work for you
Wilmot George / February 25, 2010In an ideal world, your clients would be free to shift income between themselves and a spouse. Should there be a difference in tax rates between the spouses, this shifting of income would normally result in tax savings for the family.
Munro: A place in the sun
Michelle Munro / February 16, 2010Canadians love Florida, especially its real estate. According to the U.S. National Association of Realtors, Canadians were the largest single group of foreign residential property buyers last year, accounting for 26% of all nonresident purchases.
RRSP plans in a post TFSA world
Kate McCaffery – for Advisor.ca / February 11, 2010Some clients may be coming up short for RRSP top-ups this spring, having maxed out their TFSA contributions early in the New Year. And who can blame them? Clients are bombarded by advertisements touting the benefits of the TFSA.
The battle between debt, retirement
Kate McCaffery – for Advisor.ca / February 11, 2010Quelle surprise. Canadians are showing less interest in their investments this year, preferring instead to pay down debt. It's an interesting twist for those trying to keep clients on track with their retirement savings plans.
Dividends, defensive sectors to lead growth
Mark Noble – for Advisor.ca / February 11, 2010At this time last year, in the depths of the global financial meltdown, investment strategists were generally trumpeting optimism - things had fallen too far, too fast. They were right.
Benefits of Group RRSPs
Mark Noble – for Advisor.ca / February 11, 2010It doesn't always offer a revenue stream, but offering advice around your client's group RRSP is often the right thing to do.
Filling unused RRSP room
Ed Rempel / February 01, 2010Most clients have limited access to liquid cash. One simple but effective tool advisors can use to help clients contribute a lot more to their RRSPs without shelling out the extra dough is the RRSP refund gross-up strategy.
Helping first-time home buyers
Jamie Golombek / February 01, 2010Under the federal Home Buyers’ Plan (HBP) a first-time home buyer can withdraw up to $25,000 from his or her RRSP to help fund the purchase of a first home.
