Gena Katz

Tax News

The case for spousal RRSPs

With the advent of pension income splitting in 2007, many think spousal RRSPs aren’t necessary

By Gena Katz |June 24, 2011

3 min read

Tax News

Maximizing the REIT tax advantage

It’s 2011 and the new distributions tax relating to flow-through entities, including income trusts that existed on October 31, 2006, now applies.

By Gena Katz |April 8, 2011

3 min read

Tax News

It’s RRSP season. Inevitably, clients who have waited until this final month to make 2010 contributions will ask lots of questions. Beyond “Should I make a contribution at all?” and “What should I invest in?” there is, “Should I contribute to a spousal RRSP?”

By Gena Katz |February 2, 2011

3 min read

Tax News

REITs escape new tax rules

It’s 2011 and the new distributions tax relating to flow-through entities, including income trusts that existed on October 31, 2006, now applies.

By Gena Katz |January 1, 2011

3 min read

Tax News

Charitable giving: A win-win-win proposition

With recent improvements in the financial markets, your clients may be more inclined to open their hearts and their wallets for charitable giving.

By Gena Katz |December 17, 2010

3 min read

Tax News

Year-end tax tips

December is a busy month for advisors, but you can help your clients close out 2010 on a positive note with these year-end tax tips.

By Gena Katz |December 1, 2010

3 min read

Tax News

Charitable giving: A win-win-win proposition

With recent improvements in the financial markets, your clients may be more inclined to open their hearts and their wallets for charitable giving. It’s a win-win-win proposition—the charity gets its needed funds and the donor wins twice: he satisfies his social conscience and reduces his tax bill. Fortunately, there are many ways to donate, and […]

By Gena Katz |November 1, 2010

3 min read

Tax News

Immigrating can be taxing

There are a variety of income tax consequences associated with immigration to Canada. But with a little planning, tax savings can be had, both currently and in the future. On becoming a resident of Canada, an individual is deemed to have disposed and reacquired most capital property owned immediately prior to establishing residence for proceeds […]

By Gena Katz |October 8, 2010

3 min read

Industry

Technology can drive savings

The rewards for employing technology include business efficiency and enhanced personal communication. Even the tax system provides benefits to those who embrace the cyber world. Let’s start with tax write-offs for computer equipment: Computers used in a business are capital assets that may be depreciated over time. But currently, a temporary 100% write-off is available […]

By Gena Katz |October 1, 2010

3 min read