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Action Idea – When’s the time right to move to the U.S.? Part 2

Need to get your client thinking about how a potential move to the U.S affects his investments? Try this tip.

  • February 25, 2015 February 25, 2015
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Conversation Starter – When’s the time right to move to the U.S.? Part 2

Is your client considering a stateside move?

  • February 25, 2015 February 25, 2015
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When’s the right time to move to the U.S.? Part 1

If your family is dealing with mid-life career changes and cross-border moves, you’re not alone.

  • By: Katie Keir
  • February 23, 2015 August 1, 2018
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Action Idea – When’s the time right to move to the U.S.?

Is your client considering a move to the U.S.? Try this tip.

  • February 23, 2015 February 23, 2015
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Conversation Starter – When’s the time right to move to the U.S.?

If you know your client is considering a move stateside, ask your client, “Have you considered how your move will affect your finances?”

  • February 23, 2015 February 23, 2015
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Conversation Starter – Save tax with family loans

Ask your client, “Have you considered using a family loan to save on taxes?”

  • February 20, 2015 February 20, 2015
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How to declare pension income

Read this if you receive a government or foreign pension, or are withdrawing money from a retirement account.

Give clients tax tips

Make sure you're not giving more to CRA than you have to.

  • By: Staff
  • February 13, 2015 February 13, 2015
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Defer tax before a family trust turns 21

Families often use trusts to pass on wealth, but it’s important to anticipate income-tax liability that can arise when CRA deems assets within those trusts…

新移民税务和养老金小贴士

Tax and pension tips for immigrants

नए आप्रवासियों के लिए कर और पेंशन के सुझाव

Tax and pension tips for immigrants

ਨਵੇਂ ਪ੍ਰਵਾਸੀਆਂ ਲਈ ਟੈਕਸ ਅਤੇ ਪੈਨਸ਼ਨ ਨੁਕਤੇ

Tax and pension tips for immigrants

Tax and pension tips for immigrants

There’s a lot to like about a Canadian dual citizenship.

CRA warns on gifting tax shelters

Fraudulent donation tax schemes continue to tempt Canadians, despite Canada Revenue Agency’s repeated warnings.

How to own U.S. rental property

If you’re like a lot of Canadians who are buying U.S. property while prices are affordable, you might benefit from some pointers on the best…

Problems with pension splitting

Pension splitting allows you to split up to half of your pension income with a spouse or partner. This can result in substantial tax savings…

Action Idea – Problems with pension splitting

Before visiting clients who are close to retiring, prepare a mock-up that shows how much tax they could save by pension splitting.

  • January 14, 2015 January 14, 2015
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Give away wealth now, or later

Instead of giving away assets without thinking, review both the tax and family implications of making a gift

Top 10 tax changes of 2014

It was a big year on the tax front and our reporters and expert contributors covered all the key developments. Here are the top 10…

  • By: Staff
  • December 17, 2014 December 17, 2014
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How to fix RRSP overcontributions

Read this if you have an RRSP and have exceeded your contribution limit.

How to do your taxes if you raise money online

What to do when it comes to business income.

Be careful with business expenses

You can deduct various business expenses for income tax purposes. But be warned: CRA is looking for people who push the limit.

Can you take a working tax holiday? Part 3

In Part 1, we looked at becoming a non-resident to shed Canadian tax obligations. In Part 2, we considered tax and investment implications when you…

Can you take a working tax holiday? Part 2

In Part 1, we looked at becoming a non-resident to shed Canadian tax obligations. Here, we consider tax and investment implications when you become a…

How couples should file taxes

This step-by-step guide will help common-law and married couples.