Stella Gasparro

New complications for trust planning

Estate planning has become much more complicated now that the department of finance has passed legislation to implement some 2014 federal budget measures.

By Stella Gasparro |March 6, 2015

4 min read

Tax News

Should you incorporate?

Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where you live and what you invest in.

By Stella Gasparro |September 6, 2014

3 min read

Estate Planning

Should your client incorporate?

Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where clients live and what they invest in.

By Stella Gasparro |September 5, 2014

3 min read

Tax News

Should you incorporate?

Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where you live and what you invest in.

By Stella Gasparro |September 4, 2014

3 min read

Tax News

Avoid the (new) Kiddie Tax

Budget 2014 expanded the Kiddie Tax, making it more challenging to split business income with minor children. The new rules apply to the 2014 taxation year onward.

By Stella Gasparro |April 4, 2014

3 min read

Tax News

Harness the Capital Dividend Acount

The CDA is a powerful tax-planning tool

By Stella Gasparro |March 7, 2014

3 min read

Tax

8 things to know when tax-loss harvesting

You want to maximize your earnings, but you also want to minimize your tax exposure. A great way to do that is through tax-loss harvesting.

By Stella Gasparro |February 13, 2014

2 min read

Tax News

8 things to consider when tax-loss harvesting

With 2013 coming to a close, it’s a good time to see if you’ve done everything possible to minimize the tax bite for clients and maximize their net earnings. Part of that’s done with tax-loss harvesting. After ensuring the sale fits your client’s portfolio goals, check these eight things.

By Stella Gasparro |December 3, 2013

3 min read

Tax News