Tax News

Tax savings for the retiree

Your client just finished his or her last day of work and tomorrow begins the new adventure of planning out the retirement years. He or she is now thinking about winter vacations, golf-course memberships, summer trips with grandchildren and possibly even a winter home down south.

By Mike George |November 1, 2010

8 min read

Tax News

Tax strategies for the HNW family

No two family scenarios are the same, and this is especially true when it comes to clients with significant sources of wealth.

By Pearl E. Schusheim & Steve Landau |November 1, 2010

7 min read

Tax News

Minimizing taxes on executive incomes

Although an executive employee has fewer opportunities to minimize tax than a business owner, there are still a number of things an executive client may want to consider.

By Prashant Patel |November 1, 2010

3 min read

Tax News

Tax tips for the business owner

Canadians like to complain about high taxes and the CRA, but despite these grumblings, there are some legitimate tax-planning strategies and opportunities for business owners.

By Prashant Patel |November 1, 2010

4 min read

Charitable giving: A win-win-win proposition

With recent improvements in the financial markets, your clients may be more inclined to open their hearts and their wallets for charitable giving. It’s a win-win-win proposition—the charity gets its needed funds and the donor wins twice: he satisfies his social conscience and reduces his tax bill. Fortunately, there are many ways to donate, and […]

By Gena Katz |November 1, 2010

3 min read

Funding Boomer retirements

Life goes by so fast. Believe it or not but the oldest of the Baby Boomers are set to turn 65 in 2011. This will trigger the beginning of a rising wave of retirements that will peak within the next two decades. This global trend towards retirement is even more significant in Canada where the […]

By Wilmot George |October 27, 2010

6 min read

Immigrating can be taxing

There are a variety of income tax consequences associated with immigration to Canada. But with a little planning, tax savings can be had, both currently and in the future. On becoming a resident of Canada, an individual is deemed to have disposed and reacquired most capital property owned immediately prior to establishing residence for proceeds […]

By Gena Katz |October 8, 2010

3 min read

An RESP strategy that works

In my last column, I wrote about the extraordinary unused potential of registered education savings programs (RESPs). I also discussed in general terms the importance of helping clients take advantage of federal and provincial grants and incentives to maximize tax sheltered savings for their children’s or grandchildren’s higher education. RESPs should appeal greatly to investors, […]

5 min read

Tax News

Tax savings for the retiree

Tax strategies for the HNW family

Minimizing taxes on executive incomes

Tax tips for the business owner

Charitable giving: A win-win-win proposition

Ultravision explained

Children’s Activity tax credit, a break for parents

Funding Boomer retirements

Immigrating can be taxing

An RESP strategy that works