News and resources for Canada's top financial advisors
Tax & Estate
Michelle Connolly, CPA, CA, CFP, TEP, is a Toronto-based tax and estate planning expert.
Finance says Canadians who hold passive investments in private corporations get an unfair tax advantage. That view is problematic
By Michelle Connolly | September 29, 2017
10 min read
Consequences of Finance's proposed tax measures
By Michelle Connolly | August 29, 2017
12 min read
Case study shows how your client might pay more tax
By Michelle Connolly | August 8, 2017
7 min read
Take this CE Course, which consists of a slide presentation and accompanying audio.
By Michelle Connolly | March 17, 2017
1 min read
What to do when clients gain or lose after converting foreign currency.
By Michelle Connolly | March 7, 2017
4 min read
Learn about special considerations and exceptions.
By Michelle Connolly | November 25, 2016
3 min read
Learn the details of how this type of income is taxed.
By Michelle Connolly | November 22, 2016
5 min read
July's draft legislation says the changes to corporate-class taxation won't come into force until Jan. 1, 2017.
By Michelle Connolly | August 8, 2016
A look at income splitting for a retired couple in Atlantic Canada.
By Michelle Connolly | June 2, 2016
We look at a family that includes an incorporated doctor.
By Michelle Connolly | May 26, 2016
Over the next 3 weeks, we’ll look at three family scenarios and examine how recent tax changes affect them in 2016 and in years to come.
By Michelle Connolly | May 18, 2016
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
June 6, 2023|5 min read
August 23, 2022|4 min read