Tax planning
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RESPS no longer just for kids
Most think of Registered Education Savings Plans as a way to pay for a child's post-secondary education. But RESPs can also benefit adults going back to school.
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Comparing SWPs to Series T funds - Pay tax now or later?
Mutual funds can provide retirement income via a systematic withdrawal plan (SWP), or a Series T option. Consider these factors to find the most tax-efficient method.
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Cross-border investment planning
Canadians who are relocating to the U.S. can reduce their taxes by restructuring their portfolios and registered plans before they make the move.
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Reducing tax withholdings at source
Use the new CRA Form T1213 to request a reduction of source withholdings due to RRSP contributions, alimony payments or interest payments on investment loans.
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Minimizing taxes on death
Nobody likes to think about their death and pay more tax than they have to. But, with a little planning you can minimize the taxes your estate might pay at death.
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The role of the executor
Appointing an executor may be one of the most important decisions related to an estate plan. Being trusted as an executor to carry out someone’s wishes after they have passed can be one of the biggest responsibilities an individual can take on. Learn what it really means to be an executor on a will.
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Taxation of Investments 101
The investments you hold, their returns, and distributions all impact your tax bill. Understand how investments are taxed to reduce your taxes and build wealth.
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U.S. estate tax exposure for Canadian residents (who are not U.S. citizens)
Canadians with substantial assets may be subject to U.S. estate taxes. Find out if this applies to you, and what planning opportunities are available.
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Tax planning in a volatile market
It's confusing - not to mention upsetting - to get tax slips for funds that have dropped in value. Here's why that can happen, and what to do to prevent it.
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2021 Advisor Quick Reference Guide
The 2021 Advisor Quick Reference Guide includes all the latest tax rates and resources, conveniently in one booklet.
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