Tax

What you need to know to vote

Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he or she stands for and how to cast a ballot.

By Jessica Bruno |September 14, 2015

2 min read

Tax

Tax problems with U.S. Individual Retirement Accounts

If you're an American who recently moved to Canada, you might have to move your retirement account north of the border too.

By Darren Coleman |September 11, 2015

4 min read

Tax

How to declare political contributions

There are tax benefits to donating to a political campaign, attending a political fundraiser, or volunteering with a campaign.

By Jessica Bruno |September 11, 2015

2 min read

Risk Management

Taxes and transferring life insurance

When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another

By James and Deborah Kraft |July 30, 2015

2 min read

FATCA reporting for U.S. citizens

The goal of the Foreign Account Tax Compliance Act (FATCA) is to prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside the U.S.

4 min read

Reap the tax benefits of non-resident trusts

If you’re receiving distributions from a bona fide non-resident trust, you’ll likely have a smaller tax bill than if you were a beneficiary of a Canadian resident trust. Lorne Richter, tax partner at Richter LLP in Montreal, illustrates how the two trust types are usually taxed.

3 min read

Tax

What you need to know to vote

Tax problems with U.S. Individual Retirement Accounts

How to declare political contributions

Taxes and transferring life insurance

Action Item: Donation receipts

FATCA reporting for U.S. citizens

Reap the tax benefits of non-resident trusts

TFSAs: Not a simple decision

Check out our special topic spotlights

Minimize U.S. tax for an American spouse