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Tax planning
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Canadian Taxation of Life Insurance
The tenth edition of Canadian Taxation of Life Insurance is now available. Current to August 1, 2019, this book has what you need to know about the taxation of life insurance and how life insurance strategies can enhance your clients' financial and estate planning.
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Lower the family tax bill — using loans for income splitting
High-income earners can lend money to family members in a lower tax bracket to invest. Even after interest, the tax savings on any gains can be substantial.
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Access retirement savings during a pandemic
Comparing Quebec’s COVID temporary income measure to a suggested RRSP withdrawal COVID measure.
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Using Series T for income now and charitable donations later
Giving to charity and saving on taxes both feel good. And a Series T fund can provide tax-efficient income now, and a tax effective way to donate in the future.
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Taxation of COVID-19 measures
The government has provided immediate financial relief to help those impacted by the economic disruption of COVID-19. Learn more about the tax implications of these measures.
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Form T1135 - What is all the fuss about?
The new Form T1135 requires significantly more detailed information regarding foreign property, creating challenges for taxpayers, advisors and tax preparers.
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Changes to the tax return — pre- and post-COVID-19
Learn what is changing on your 2019 tax return including the recent COVID-19 changes.
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Superficial losses
You can’t win ‘em all when it comes to investing. Sometimes an investment doesn’t pan out and you end up in a loss position. To reap the tax benefits associated with capital losses, it is important to avoid the superficial loss rules.
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Extraordinary measures for extraordinary times
March 18, 2020, Prime Minister Trudeau announced a number of measures as part of the Government of Canada’s COVID-19 Economic Response Plan to support Canadian individuals and businesses. The following represents a high-level summary of measures of interest to investment advisors.
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Tax deductibility of interest on an investment loan
When borrowing to invest, a key consideration is whether the interest is deductible. Here are the three basic criteria, and other factors that come into play.
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