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Renting to a child while living in long-term care

Find out if your client is still eligible for the PRE

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Long-term care and the principal residence exemption

Can your client claim the PRE after moving to assisted living?

Financial Advisor Assisting Senior Couple

Can a surviving spouse split her income with her deceased spouse?

More on pension income splitting for the year of death

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Tax and estate concerns at different life stages

Tips for serving clients of all ages

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Selling real estate? The CRA is watching

What clients need to know about reporting transactions

senior couple worrying about their money situation

Is pension income splitting available for the year of death?

Help your client’s family by understanding the tax rules

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Why clients should rethink deliberate TFSA overcontributions

Overcontributions can result in more than a simple penalty tax

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RRSPs at death: Do tax-deferred rollovers make sense?

There are some situations where a tax-deferred transfer might not be the best option

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How retirees can accumulate RRSP room

Find out what types of income add to the calculation of deduction room

Indecisive and lost man chooses the right path

RRSPs and TFSAs: unused contribution room at death

Understand which one offers a planning opportunity

Navigate TFSA attribution rules

Find out the details

Answer client questions about the Principal Residence Exemption and trusts

How do new PRE rules introduced in October 2016 change things?

Navigate RRSP attribution rules

Make sure clients don't accidentally run afoul of the attribution rules

How to fix TFSA overcontributions

The options for dealing with excess TFSA amounts.

How superficial loss rules impact employee plans

We look at key aspects of the superficial loss rule and identify a common pitfall for clients in employee share purchase plans.

Avoid superficial loss problems with registered plans

In response to recent market volatility, some investors are considering tax-loss selling. Make sure they heed these two rules.

Tax-efficient gifts: sharing donation credits at death

Donating to charity can be rewarding, both personally and financially.

Keep the claws off OAS

As Canada’s baby boomers settle into retirement, many are being caught off guard by their complex financial situations

What happens when an RRSP annuitant dies

When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.

Help business owners avoid trouble with CRA

When working with business owners, advisors should be aware of the different tax-planning concerns stemming from employer-employee and payer-independent contractor relationships. Each has pros and…

Help biz owners with new tax rules

This year’s federal budget proposed changes aimed at bolstering business-owner tax compliance by eliminating a perceived loophole in GST/HST legislation.

Avoid double tax at death

Owners of private companies are often unaware of the potential for double taxation on death. The following case study will demonstrate how critical careful estate…

Case study: Incorporated client, higher taxes

The government wants more small businesses. So it’s reduced taxes on business income and made some business-related expenses deductible.

How sales charges impact registered accounts

What’s the tax impact of DSC fees? The charges may apply to both registered and non-registered investments, but if clients want to withdraw from RRSPs,…

How to destroy an inheritance

There are two certainties in life – death and taxes