Many people borrow to invest and hope to deduct the interest costs. But the tax rules are strict.
Did you earn more this year than last year? You might be subject to Alternative Minimum tax.
To shelter a private placement investment inside a TFSA, the stock has to be shares of a specified small business corporation.
Borrowing to invest doesn’t always lead to tax deductions.
Several measures in this year’s federal budget may increase taxes for wealthy clients. Here are three areas to watch.
Tax-savvy investors place securities that yield the highest-taxed income in TFSAs—for instance interest-bearing securities, like bonds.
When wealthy clients discover their final tax liabilities for 2011, some may no doubt be surprised to find they owe Alternative Minimum Tax (AMT). Help clients avoid this shock.
Doctors, Dentists, lawyers and other professionals make great clients. They’re usually high income earners with steady and predictable cash flow. Most will fund their own retirements, so they want capital preservation. One surefire preservation method is to save on taxes. Here’s how.
Your wealthy clients will soon care even more about tax planning.
How to help business owner clients who've used company money to finance personal expenditures.