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Conversation Starter – Tax implications of the new EU trust rules

If your client has a European-domiciled trust, ask, “Would you like to review the tax implications of the new EU rules?”

  • October 29, 2015 October 29, 2015
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Action Idea – New EU trust disclosure laws

Have a client with a European trust? Try this tip.

  • October 29, 2015 October 29, 2015
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Tax tips for first-time homebuyers

If you're a first-time homebuyer, don't miss a tax credit.

What will my tax bill be under the Liberals?

With a majority government in hand, Liberal leader Justin Trudeau has all the political power he needs to implement his party platform unimpeded.

  • By: Staff
  • October 21, 2015 October 21, 2015
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Conversation Starter – Deducting legal fees

Ask your client, “How do you keep track of business expenses that are eligible for deductions?”

  • October 20, 2015 October 20, 2015
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How to report foreign exchange gains and losses

Three times you have to give CRA a cut of your foreign exchange gains.

Why to avoid non-resident PoAs

If your family members live and work abroad, and they’re named in PoAs, you should review your estate plan.

  • By: Katie Keir
  • October 8, 2015 July 17, 2018
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What the federal election means for families

Four major political parties are vying for your vote on Oct. 19. Don’t give it to them based on half-read headlines or holiday hearsay from…

  • October 7, 2015 October 7, 2015
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Avoid these T1135 tax traps

If you have more than $100,000 in foreign property, you need to file Form T1135.

Provincial trust residency

A trust is not a legal entity, but rather a relationship where legal property ownership is in the hands of a trustee, and beneficiaries are…

Conversation Starter – Get compliant with the IRS

If your client has an American spouse, ask your client, “Does your spouse know whether she’s considered a U.S. person for tax purposes?”

  • September 29, 2015 September 29, 2015
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Conversation Starter – Condo investment

If your client is investing in real estate to generate rental income, ask her, “Do you worry about capital gains tax and the possibility of…

  • September 28, 2015 September 28, 2015
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When to use incentive trusts

You want to ensure your estate is transferred in a tax-efficient manner and your wealth transfer does more good than harm.

2015 Election economic glossary

Election-speak can sound like gibberish. We’ve cut through the election rhetoric to help you understand what politicians are saying about Canada’s economy.

What you need to know to vote

Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he…

Action Idea – Need to get your client thinking about estate planning?

Need to get your client thinking about estate planning? Try this tip.

  • September 11, 2015 September 11, 2015
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Conversation Starter – Give away assets now or later?

Ask your client, “Have you considered whether it’s better to give away assets now or later?”

  • September 11, 2015 September 11, 2015
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Conversation Starter – When CRA gets it wrong

Ask your client, “Were CRA to audit you tomorrow, are your business records in order?

  • September 11, 2015 September 11, 2015
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Tax problems with U.S. Individual Retirement Accounts

If you're an American who recently moved to Canada, you might have to move your retirement account north of the border too.

How to declare political contributions

There are tax benefits to donating to a political campaign, attending a political fundraiser, or volunteering with a campaign.

Conversation Starter – Have a client with an American spouse?

Have a client with an American spouse? Ask your client, “Does your spouse hold a Canadian retirement account?”

  • August 28, 2015 August 28, 2015
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Conversation Starter – Working Abroad

Is your client leaving to work abroad? Ask her, “Have you considered the tax implications?”

  • August 26, 2015 August 26, 2015
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Conversation Starter – More tax supports for people with disabilities

If your client has a dependant with a disability, ask your client, “Have you considered a Henson trust?”

  • August 14, 2015 August 14, 2015
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Conversation Starter – Transferring your estate assets

Ask your client, “Have you considered the best way to transfer your estate assets?”

  • August 4, 2015 August 4, 2015
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Taxes and transferring life insurance

When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another