Tax

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Explain TFSAs to confused clients

We're rapidly approaching the New Year and soon your clients will have another $5,000 in contribution room in their TFSA. On top of that, they'll be able to replace any capital they've cashed out. But do you understand these rules?

By Staff |December 5, 2011

2 min read

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Canadians open their wallets to charity

Last week we heard that Canadians were leaving billions in RRSP contribution room untouched, but there’s word out today that they are finding other ways to reduce their tax-bill.

By Staff |December 5, 2011

1 min read

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Estate Planning

’Tis the season for charitable planning

As the shops fill and the messages of merriment and good cheer are sent out, what better time to think of the less fortunate than during this season of giving? In this series Anne Brayley, vice-president, professional advisory services at the Toronto Community Foundation, speaks to experts in the field of philanthropy.

By Staff |December 2, 2011

1 min read

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Estate Planning

4 questions to ask before clients put charities in their wills

A bequest to a charity isn’t as straightforward as leaving money to a relative or a friend, but most clients don’t realize this.

By Barry Corbin |December 2, 2011

2 min read

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Clients selling their companies?

Retirement compensation arrangement could provide flexible pension plan. Eighty percent of small business owners will either sell or pass on their businesses to heirs over the next 10 to 15 years.

By Mark Borkowski |December 1, 2011

3 min read

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Stake a claim

Every year, the federal government awards approximately $4 billion to Canadian companies making Scientific Research & Experimental Development(SR&ED) claims. However, the SR&ED program can be complicated and confusing.

By Ryan Mackiewich |December 1, 2011

5 min read

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Planning and Advice

Residency rules snowbirds need to know

Avoiding Canadian winters by heading to the warmer climate of the southern United States has long been a common goal for Canadian retirees. These snowbirds look to enjoy the warm weather while maintaining their Canadian ties. For many it's a great way to spend a part of their retirement, as long as they are aware of the potential tax consequences.

By Michelle Munro |November 16, 2011

6 min read

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Charitable giving survives economic woes

Today marks National Philanthropy Day and the fact that end-of-year giving accounts for approximately one-quarter of national not-for-profit contributions annually proves Canadians have their heart in the right place.

By Vikram Barhat |November 15, 2011

3 min read

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Defining pre-business activity tax claims

When does a business become a business for tax purposes? This question is fundamental to knowing when to write off losses associated with a business activity against other income on your personal tax return.

By Jamie Golombek |November 10, 2011

3 min read

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Effective income strategies, part 2

When people think of income planning, they usually think of retirement. Prior to retirement, Canadians are mainly concerned with paying debt and accumulating retirement assets, so they ignore income-planning opportunities.

By Mike George |November 9, 2011

4 min read

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