Home Tax

Top Stories in Tax

How the cliff act affects cross-border taxes

Going over the fiscal cliff would have meant significant increases in Americans’ U.S. income and estate tax exposure.

Preserve assets with a principal residence trust

When I met with Gordon and Victoria about their upcoming second marriage, they wished to discuss what legacies they wanted to leave to the children…

2 things to watch with RDSPs

As more advisors are assisting families to open these plans, be aware of two specific points.

Get a leg up on tax season

Tax time is right around the corner and with the right advice your clients can minimize what they hand over to the government.

  • By: Staff
  • January 3, 2013 August 21, 2018
  • 14:08

PRPP detractors are missing the point

Critics of PRPPs are concerned about low-income workers.

Need a last minute Christmas present? Talk charity

'Tis the season to give, and what better way to do so than to give to those less fortunate?

  • By: Staff
  • December 24, 2012 August 21, 2018
  • 06:00

4 tips when giving to charities this season

This holiday season, many Canadians are opting for charitable giving rather than handing over a traditional gift-wrapped present to family, friends and colleagues. In fact,…

  • By: Staff
  • December 21, 2012 August 21, 2018
  • 06:00

Tax-loss harvest using ETFs

Clients only have until Monday, December 24 to tax-loss harvest.

  • By: Staff
  • December 19, 2012 September 6, 2018
  • 06:59

Common estate-planning mistakes

Estate planning may be complex, but your clients need to protect their assets and legacies.

When to talk philanthropy

You help clients build wealth. Now, help them give it away

Prepare clients for OAS and tax changes

There’s a bigger issue behind the new OAS rules than rising life expectancy of Canadians.

Don’t miss these year-end tax deadlines

With the end of the year only a few weeks away, BMO reminds Canadians not to wait until April to think about their taxes. The…

  • By: Staff
  • December 14, 2012 August 21, 2018
  • 10:09

Start the donation discussion

Kickstarting the donation discussion with clients can be difficult, so here's 10 situations that might spur clients to give.

  • By: Staff
  • December 11, 2012 August 21, 2018
  • 05:59

What the tax advantages folio says about life insurance

CRA gives guidance on seg funds held in registered plans

Holding title to U.S. personal-use property after Trump’s tax changes

What Canadian snowbirds need to know

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

Preparing for the passing of accounts

Common disputes and how to avoid them

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

Do executors need insurance?

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

  • By: James Dolan
  • September 21, 2018 September 21, 2018
  • 12:00