Help your client’s family by understanding the tax rules
Overcontributions can result in more than a simple penalty tax
There are some situations where a tax-deferred transfer might not be the best option
Find out what types of income add to the calculation of deduction room
Understand which one offers a planning opportunity
Find out the details
How do new PRE rules introduced in October 2016 change things?
Make sure clients don't accidentally run afoul of the attribution rules
The options for dealing with excess TFSA amounts.
We look at key aspects of the superficial loss rule and identify a common pitfall for clients in employee share purchase plans.