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Tax & Estate Planning

Frank Di Pietro

Understanding the underused housing tax

If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties

  • May 15, 2023 May 15, 2023
  • 09:39

Unexpected tax consequences when accessing real estate equity

Interest deductibility may be at stake

  • June 18, 2021 June 18, 2021
  • 14:18

Deducting home office expenses during the pandemic

The rules are restrictive and deductions require the employer’s support

  • June 2, 2020 June 1, 2020
  • 13:00

Sidestepping superficial loss rules

The process of selling losing investments is fairly straightforward

  • April 16, 2020 April 16, 2020
  • 11:00
Tax & Estate Planning

Lea Koiv

calculating numbers for income tax return with glasses pen and calculator

Understanding the CPP death benefit

The amount has been falling in real terms

  • May 12, 2023 May 12, 2023
  • 10:59

What clients should know about the CPP reforms

Clients are paying in but increases to benefits remain minimal for now

  • April 19, 2023 April 19, 2023
  • 13:25

How inflation affects OAS timing

Three case studies to help clients choose when to begin their benefits

  • January 5, 2023 January 5, 2023
  • 14:34

Consider inflation when deciding when to begin CPP

The higher the inflation rate, the bigger the benefit of waiting

  • June 28, 2022 June 22, 2022
  • 09:00
Tax & Estate Planning

Jacqueline Power

close up, business man or lawyer accountant working on accounts using a calculator and writing on documents

T1135 reporting: What your clients need to know

Failure to report foreign-source income can result in high penalties

  • May 5, 2023 May 5, 2023
  • 13:15

Estate planning with trusts

Help your client benefit from these important tools

  • August 12, 2022 November 22, 2022
  • 13:56

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

  • March 31, 2022 March 31, 2022
  • 14:32

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

  • November 23, 2021 November 23, 2021
  • 16:18
Tax & Estate Planning

Wilmot George

illustration of magnifying glass and tax forms

Tax-loss selling: Superficial loss and identical property rules

Help clients realize a capital loss while maintaining market exposure

  • April 26, 2023 April 26, 2023
  • 17:31

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

  • January 6, 2023 January 6, 2023
  • 13:43

What happens to non-residents’ RRSPs and RRIFs when they die?

A client scenario illustrates whether withholding taxes apply

  • August 15, 2022 August 15, 2022
  • 16:33

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

  • March 30, 2022 March 30, 2022
  • 11:35
Investments

Mark Yamada

investment growth

The real costs of covered-call strategies

Is the latest ETF craze too good to be true?

  • April 5, 2023 April 5, 2023
  • 09:27

Inflation and the 60/40 portfolio

Some good news — but mostly bad

  • November 7, 2022 November 4, 2022
  • 10:30

An inconvenient truth about ESG investing

Widespread awareness has not translated into widespread impact

  • May 9, 2022 May 9, 2022
  • 10:00

Energy ETFs face a low-carbon future

New risks and rewards from Canada’s second-largest sector

  • March 14, 2022 March 10, 2022
  • 10:00