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Viewpoints about Tax
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Professional Corporations Offer Tax Breaks
Many professionals in Canada can now incorporate their practice. Who's included? Who's a good candidate for incorporation? What are the pros and cons?
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Common wealth transfer mistakes (Quebec edition)
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Investments owned by private corporations – Some considerations
Issues to consider when operating companies and holding companies own Manulife Investments GICs, Manulife segregated fund contracts, or other investments.
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RRSP segregated fund contracts — naming a successor annuitant or Joint Life
Naming a spouse as a beneficiary of your RRSP can be a simple and cost-effective way to pass on your RRSP at death. With an RRSP segregated fund contract, these benefits can be enhanced by naming your spouse as a successor annuitant or Joint Life on the contract. Using one of these designations, you can keep the current estate planning benefits already available with a beneficiary designation while adding more flexibility and choice for your spouse after your death.
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Ideal Candidates for Mutual Fund Corporations
A Mutual Fund Corporation is a taxable entity made of different funds that offers tax benefits for non-registered accounts, and helps meet investment goals.
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Corporate class mutual funds: a trust for minors
Tax benefits of using corporate class mutual funds in a trust for a minor, making returns both taxable in minor's hands as capital gains, and non-attributable.
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Wills 101 (Quebec edition)
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
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Charitable Giving: The facts
This guide provides a full overview on everything regarding charitable giving. The guide explores the various charitable giving options including donating cash, gifts in kind, donating registered plans, bequests, donating the proceeds of insurance and more. The tax guidelines for charitable donations is also discussed.
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Taking capital gains or losses now to avoid estate and probate fees later
Triggering a capital gains tax bill to gain the wealth transfer benefits of segregated funds or insurance company GICs may increase an estate's final value.
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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