Tax Tips

The gift of homeownership

The gift of homeownership

Tax tips when tapping the Bank of Mom and Dad

By Curtis Davis |March 31, 2023

3 min read

CRA reminds taxpayers to include Covid benefits in income

CRA reminds taxpayers to include Covid benefits in income

T4A errors should be reported right away

By Staff |January 26, 2023

2 min read

Decorative pattern

Selling real estate? The CRA is (still) watching

Transactions, including property flipping, require proper tax reporting

By Wilmot George |January 6, 2023

4 min read

Tax-loss selling and other year-end tips

Tax-loss selling and other year-end tips

Jamie Golombek reviews the strategies

By Maddie Johnson |December 13, 2022

3 min read

Essential tax numbers: updated for 2023

Essential tax numbers: updated for 2023

Use this handy list of tax numbers as a quick reference

By Staff |November 18, 2022

3 min read

Decorative pattern

Tax-loss selling: investing’s moral victory

Help clients turn investment losses into a tax win

By Curtis Davis |November 3, 2022

5 min read

Withdrawal strategy can help retirees reduce tax hit

Estate Planning

Withdrawal strategy can help retirees reduce tax hit

Helping clients establish a "hierarchy of withdrawals"

By Rudy Mezzetta |October 3, 2022

2 min read

Decorative pattern

Tips for drawing down funds in retirement

Help clients prioritize the most tax-efficient assets

By Maddie Johnson |August 2, 2022

3 min read

Decorative pattern

Estate Planning

What your clients should know about real estate renos and repairs

For the best tax treatment, distinguish between current and capital expenses

By Vivek Bansal |May 2, 2022

4 min read

Love and taxes, Part II: Tax and estate planning for two spouses

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

By Wilmot George |March 30, 2022

5 min read

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