Tax | Page 297 of 297

Beyond cash: Considering alternative avenues for charitable contributions

(November 2005) According to Statistics Canada, 5.8 million Canadians made charitable contributions in 2004 to the tune of $6.9 billion, a 6.3% increase from 2003. These donations help to support in excess of 80,000 registered charities in this country, which include charitable organizations, churches, hospitals, medical research foundations and museums. Registered charities provide vital services […]

By Dave Ablett |November 21, 2005

4 min read

Tax News

Estate failure remarkably common

Have you taken the client through an estate planning process? Effective estate plans follow a clearly defined process, from step to step until completion. This results in a clear, coordinated plan that demonstrates a consistent purpose, and deals with the various aspects of the client’s wealth in its entirety. Have you encouraged an honest discussion […]

By Thane Stenner |October 26, 2005

3 min read

Tax News

CRA rules on group RRSP settlements

(October 2005) Advisors are no doubt familiar with the ever-looming threat of being hit with a lawsuit from a disgruntled investor who experiences losses in his or her investment account and then proceeds to sue his or her advisor for “inappropriate investing.” A recent Canada Revenue Agency Advance Income Tax Ruling (2005-0118591R3) released last month […]

October 26, 2005

3 min read