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Action idea – How to prepare terminal tax returns

Need to get your client thinking about preparing terminal tax returns? Try this tip.

  • March 20, 2014 March 20, 2014
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How to prepare terminal tax returns

How to handle your loved-one’s taxes when they die.

Testamentary trusts and taxes

Whether you’re creating a trust or are an executor, it’s important to know how trust taxation works.

Action idea – How to handle a CRA reassessment

Need to get your client thinking about a CRA reassessment? Try this tip.

  • March 13, 2014 March 13, 2014
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How to handle a CRA reassessment

Has the CRA come knocking with questions, or made what you believe is a serious mistake?

  • March 13, 2014 August 15, 2018
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Tax credits for seniors

One of the perks of getting older is being able to take advantage of more tax credits. Take a look at the potential savings.

Minimize tax on marriage breakdown

If you’re going through a divorce or separation, you need to think about taxes when dividing property.

Death and taxes: What you need to know

Income taxes in the year of death can be quite significant. They’re inescapable, and should be factored into your financial or estate plan.

Presentation: Do you own more than one home?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize…

  • March 10, 2014 March 10, 2014
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Presentation: Minimize tax on marriage breakdown

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize…

  • March 10, 2014 March 10, 2014
  • 00:00

Presentation: Factor tax when selling a business

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize…

  • March 10, 2014 March 10, 2014
  • 00:00

Presentation: What you need to know about death and taxes

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize…

  • March 10, 2014 March 10, 2014
  • 00:00

Factor tax when selling a business

The tax rules associated with selling a business give even experts headaches.

Hiring family can save you money

Heed these tax and planning tips before hiring family.

Action idea – Tax tips for your cottage

Need to get your client thinking about the effect on their taxes if they buy a cottage? Try this tip.

  • March 4, 2014 March 4, 2014
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Tax tips for your cottage

Before you buy a cottage, look past the initial price and consider the effect on your taxes.

5 tax and estate mistakes

Do you know these five damaging tax and estate planning errors you can make as an entrepreneur?

Action idea – How to pay back taxes

Need to get your client thinking about paying back tax? Try this tip.

  • February 27, 2014 February 27, 2014
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How to pay back taxes

You get a letter from the CRA saying you owe $100,000 in back taxes. What do you do?

Conversation starter – 5 tax and estate mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?

  • February 26, 2014 February 26, 2014
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What to know about death and taxes

For most of us, our final tax bill will be our highest. Here’s how make the most of your legacy.

Conversation starter – What to know about death and taxes

Kick-start the estate planning conversation by asking your client, “Do you know your highest tax bill will be the one that’s filed after you die?”

  • February 25, 2014 February 25, 2014
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Be careful with rental property tax claims

Don’t become a landlord before learning about the tax rules.

Give the taxman less of your business

When you own a business with substantial earnings, an estate freeze can keep tax costs down.

Action idea – 8 things to consider when tax-loss harvesting

Need to get your client thinking about tax-loss harvesting? Try this tip.

  • February 13, 2014 February 13, 2014
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