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Conversation Starter – U.S. tax returns

Ask your American client, “Are your U.S. tax returns up to date?”

  • July 23, 2015 July 23, 2015
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Action idea – Consider multiple wills

Consider multiple wills for clients to reduce probate in B.C. and Ontario.

  • July 23, 2015 July 23, 2015
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Conversation Starter: Tax shelters

Ask your client, “How much do you know about the charities you donate to?”

  • July 9, 2015 July 9, 2015
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Action Item: Donation receipts

Help your clients start folders for donation receipts, so they’re easy to locate if CRA requires proof of donations for their returns.

  • July 9, 2015 July 9, 2015
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Action Idea: Determine your client’s worldwide assets

Determine your client’s worldwide assets, including life insurance proceeds.

  • July 7, 2015 July 7, 2015
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Conversation Starter: Shield insurance proceeds from U.S. estate tax

Did you know that a life insurance policy can result in U.S. estate tax?

  • July 7, 2015 July 7, 2015
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FATCA reporting for U.S. citizens

The goal of the Foreign Account Tax Compliance Act (FATCA) is to prevent millions of U.S. taxpayers, and the global financial institutions that serve them,…

Reap the tax benefits of non-resident trusts

If you’re receiving distributions from a bona fide non-resident trust, you’ll likely have a smaller tax bill than if you were a beneficiary of a…

TFSAs: Not a simple decision

Individual investors usually hold investments with the biggest tax cost in TFSAs.

Tax tips for commuters

Learn how to claim public transit credits, and work-related car and moving expenses.

How entrepreneurs can earn green cards

Want to move your family to the U.S.? Consider an EB-5 investor visa, commonly referred to as the EB-5 green card.

Tax planning with non-resident trusts

The offshore trust. Once the estate-planning vehicle of choice for wealthy Canadian families, these structures are now largely off-limits.

A look at dividends and child support

For a Canadian-controlled private corporation, the first $500,000 of active business income is generally taxed at low corporate tax rates.

Check out our special topic spotlights

Use the articles and action items from all of our special packages to better connect with your clients.

  • By: Staff
  • June 8, 2015 June 8, 2015
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Minimize U.S. tax for an American spouse

Regardless of where they live, U.S. citizens must file U.S. tax returns on worldwide income and comply with onerous U.S. foreign reporting requirements.

Conversation Starter – Small business owner

If your client is a small business owner, ask her, “Are you keeping records of all your deductible business expenses?”

  • June 2, 2015 June 2, 2015
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What the EU’s trust rules mean for Canadians

In Canada, trusts have long been considered a mainstay of sound estate planning.

Conversation Starter – Should you incorporate

Ask you client, “Have you considered using an investment corporation to hold your portfolio?”

  • May 26, 2015 May 26, 2015
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Filing taxes for divorced clients

Paying spousal or child support has a big effect on how you file your taxes.

Action Idea – Can you leave the kids your pension?

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

  • May 5, 2015 May 5, 2015
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Conversation Starter – Naming beneficiaries for your registered plans

Ask your client, “When naming beneficiaries for your registered plans, did you consider the various tax implications?”

  • May 5, 2015 May 5, 2015
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More tax support for caregivers, seniors

This year’s federal budget offers extra support for seniors, disabled people, and their caregivers.

  • By: Katie Keir
  • April 23, 2015 August 1, 2018
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Goodies for business owners in Budget 2015: Golombek

Small businesses should cheer the 2015 Budget.

Budget 2015: Tax credits and retirement savings

Changes in the 2015 federal budget impact how you can save for retirement, buy a home, save for your kids’ educations, and more.

  • By: Staff
  • April 22, 2015 August 1, 2018
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Deducting legal fees

Legal fees are tax deductible in limited situations. For employees, fees are deductible if they’re paid “to collect or to establish a right to salary…