Tax

Industry

New option for simple trust tax filing

A new option for 2017 and later tax years

By Staff |November 3, 2017

1 min read

Industry

Tax items to discuss with clients before year-end

Before Dec. 31, bring up these tax tips

By Staff |November 2, 2017

2 min read

Tax News

U.S. expats might get lower tax bills

U.S. expats with six-figure salaries could benefit from potential U.S. tax reform. American lawmakers are “seriously” considering a measure that would tax U.S. expats on only income earned in the U.S., reports the Financial Times (article has paywall). For the 2016 tax year, U.S. expats can exclude up to US$101,300 from their worldwide income for […]

By Staff |October 25, 2017

1 min read

Tax News

Understanding the lifetime capital gains exemption

What it is and how to access it

By James and Deborah Kraft |October 20, 2017

5 min read

RRSP overcontribution woes

Statistics Canada data released in September 2017 shows that clients are embracing retirement savings accounts. According to the data, nearly two-thirds of Canada’s 14 million households made some form of retirement contribution in 2015. About 40% of households contributed to a TFSA, 35% to an RRSP and 30% to a registered pension plan. Almost 10% […]

4 min read

Tax

New option for simple trust tax filing

Tax items to discuss with clients before year-end

U.S. expats might get lower tax bills

Understanding the lifetime capital gains exemption

RRSP overcontribution woes

Morneau to change surplus stripping proposals

Canadians face unfair income tax penalties: report

Which tax tools require DTC eligibility?

All about the disability tax credit

CRA explains delay in fee position, previews folio on advantage rules