Tax

Decorative pattern

Tax-efficient investor behaviour

This is the last in a series of articles on tax-efficient investing. This series has merely scratched the surface of the topic, but demonstrates your clients’ portfolios can reap substantial benefits from a tax-aware approach.

By André Fok Kam |July 27, 2011

8 min read

Decorative pattern

Dealing with mental incapacity

As advisors, you are probably meeting next generation relatives of your long-term clients. These new contacts may play an important role in your continued relationship with your client, as the client’s “representative” (the attorney appointed by a “Power of Attorney” in most provinces, or the mandatory appointed by a “Mandate in anticipation of Incapacity” in Quebec) for financial and legal matters if your client becomes mentally incapable.

By Carol Bezaire |July 26, 2011

4 min read

Decorative pattern

Magic of tax-efficient bond investing

A well-diversified portfolio should include bonds as well as stocks. From an investment perspective, bonds have several desirable characteristics.

By André Fok Kam |July 26, 2011

7 min read

Decorative pattern

Building wealth with IPPs

An individual pension plan can be an effective vehicle for funding a business owner's retirement and minimizing their personal taxes. It can also play a part in corporate tax planning. And yet it remains something of a rarity in Canada.

By Al Emid |July 26, 2011

4 min read

Decorative pattern

Tax-efficient investing and dividends

Reader alert: This is part 2 of a five-part series. • Part 1: Tackling tax-efficient investing • Part 2: Capital gains mean tax-efficient investing • Part 3: Tax-efficient investing and dividends • Part 4: Magic of tax-efficient bond investing • Part 5: Tax-efficient investor behaviour Tax-efficient investing, as it relates to dividends, revolves around these […]

By André Fok Kam |July 22, 2011

9 min read

Decorative pattern

Feds take a swing at stapled securities

The federal government has announced amendments to the Income Tax Act, to ensure that the spirit of its Tax Fairness Plan is followed. The Tax Fairness Plan was introduced in 2006 to stem the proliferation of income trusts, essentially treating their profits in the same way as corporate profits. “These proposed measures will ensure that […]

By Staff |July 20, 2011

2 min read

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Double-check your returns

In matters of tax compliance, such as filing on time or ensuring you properly report all your income or ownership of foreign income-producing assets (where the cost amount is above $100,000), the penalties for not properly following the rules or for negligence are severe.

By Jamie Golombek |July 18, 2011

4 min read

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Tax proposals change how you advise clients

Earlier this year, one of Canada's largest employers boosted its workforce by thousands of people, without increasing its payroll by a cent. In fact, if you are a Canadian taxpayer or an accountant, lawyer, financial planner, investment advisor, or insurance agent - anyone who receives fees for assisting Canadian taxpayers with a tax plan that provides tax benefits - you have a new employer: the Canada Revenue Agency.

July 8, 2011

8 min read

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Estate Planning

Do’s and don’ts for advising trusts

Reader Alert: This is a follow-up story to ‘Puppet Trustees’ Get a Second Chance. Two lower court rulings in the Garron Family Trust et al. v. The Queen case established central management and control of trust assets, rather than the residence of trustees, as the key test for determining the residence of a trust. That […]

By Dean DiSpalatro |July 8, 2011

5 min read

Decorative pattern

“Puppet trustees” get another chance

The practice of sheltering income from Canada’s tax man by setting up what amount to nominal trustees in a tax haven like Barbados was dealt a severe blow in a recent court case. But the Supreme Court of Canada has decided to hear the case anew, a decision that may breathe new life into a […]

By Dean DiSpalatro |July 6, 2011

3 min read

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