News and resources for Canada's top financial advisors
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
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
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
By Stella Gasparro | September 4, 2014
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
The CDA is a powerful tax-planning tool
By Stella Gasparro | March 7, 2014
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
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
CRA has expanded the T1135 Foreign Income Verification Form, and the new version applies to tax years starting after June 30, 2013.
By Stella Gasparro | October 1, 2013
Business owners shouldn’t mix business and personal expenses because the CRA will deny the deductions.
By Stella Gasparro | September 19, 2013
Many people borrow to invest and hope to deduct the interest costs. But the tax rules are strict.
By Stella Gasparro | September 4, 2013
November 28, 2023|4 min read
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Tax & Estate
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