Tax Strategies

Shuttle strategies to boost tax-sheltered plans

TFSAs can be used to route funds into home, education and retirement savings plans to increase benefits

By Doug Carroll |April 9, 2024

4 min read

Tax Strategies

Sleepwalking into day trading can cause tax nightmares

Day trading in a TFSA can have particularly unpleasant consequences

By Michael McKiernan |April 3, 2024

3 min read

Tax Strategies

Is your client a day trader?

As online investing becomes more accessible, understanding this important concept is critical from a tax perspective

By Michael McKiernan |March 28, 2024

3 min read

Tax Strategies

Defer your pension to age 72? Quebecers now have the option

Quebec retirees can receive up to 59% more in QPP under recent changes

By Rudy Mezzetta |March 26, 2024

3 min read

Tax Strategies

What happens if a mutual fund trust loses its status?

The rare occurrence can affect eligibility for registered plans, but there’s relief for temporary situations

By Melissa Shin |February 27, 2024

3 min read

Planning and Advice

Firms expect fewer Canadians will contribute to RRSPs this year

Canadians are more concerned with meeting current needs than saving for the future, according to industry surveys

By Jonathan Got |February 13, 2024

2 min read

Tax Strategies

Beware of tainting GRE status

Warn executors about paying for estate expenses out of pocket

By Catherine Hung |January 17, 2024

4 min read

Tax Strategies

Tough markets provide tax-loss harvesting opportunity

More than half of the S&P/TSX Composite had negative price returns as of mid-November, report says

By Melissa Shin |November 24, 2023

2 min read

Tax Strategies

Family businesses aim to accelerate succession: KPMG

Numerous changes, including tax rules, add pressure to Canadian enterprises

By Michelle Schriver |November 23, 2023

2 min read

Tax Strategies

Year-end tax planning for 2023

Golombek on tax-loss selling, charitable giving and managing the new AMT

By Maddie Johnson |November 6, 2023

3 min read

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