Home Gena Katz

With the advent of pension income splitting in 2007, many think spousal RRSPs aren’t necessary

  • June 24, 2011 September 4, 2018
  • 10:12

It’s 2011 and the new distributions tax relating to flow-through entities, including income trusts that existed on October 31, 2006, now applies.

  • April 8, 2011 August 21, 2018
  • 10:53

It’s RRSP season. Inevitably, clients who have waited until this final month to make 2010 contributions will ask lots of questions. Beyond “Should I make a contribution at all?” and “What should I invest in?” there is, “Should I contribute to a spousal RRSP?”

  • February 2, 2011 August 21, 2018
  • 12:47

It’s 2011 and the new distributions tax relating to flow-through entities, including income trusts that existed on October 31, 2006, now applies.

  • January 1, 2011 August 21, 2018
  • 16:13

With recent improvements in the financial markets, your clients may be more inclined to open their hearts and their wallets for charitable giving.

  • December 17, 2010 August 21, 2018
  • 14:26

December is a busy month for advisors, but you can help your clients close out 2010 on a positive note with these year-end tax tips.

  • December 1, 2010 August 21, 2018
  • 13:25

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 […]

  • November 1, 2010 August 21, 2018
  • 16:56

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 […]

  • October 8, 2010 June 16, 2018
  • 00:00

The rewards for employing technology include business efficiency and enhanced personal communication. Even the tax system provides benefits to those who embrace the cyber world. Let’s start with tax write-offs for computer equipment: Computers used in a business are capital assets that may be depreciated over time. But currently, a temporary 100% write-off is available […]

  • October 1, 2010 August 21, 2018
  • 13:42

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 […]

  • August 11, 2010 June 16, 2018
  • 15:53