Home Advisor to Client Tax Page 8
Advisor to client

Latest news in Tax

How to optimize after-tax income

Removing money from your company for your benefit requires careful planning.

More tax supports for people with disabilities

Trusts, tax credits and tax deductions are some of the ways to structure the finances of people with disabilities to maximize income.

Donate art to reap tax rewards

Deciding to donate some or all of your art collection is a big decision — both sentimental and financial.

5 mistakes to avoid when donating art

Donating art is a great way to give back to the community, build your legacy, and maybe save on taxes at the same time.

Understanding PRPPs

In 2012, the federal government’s Pooled Registered Pension Plans Act was signed into law.

Understanding VRSPs

Quebec’s version, the Voluntary Retirement Saving Plans (VRSP), came into effect July 1, 2014.

IRS streamlines its streamlined reporting program

If you’re an American who hasn’t filed U.S. tax returns or reported foreign assets, you can make good with the IRS through the Streamlined Program.

Using multiple wills for probate planning

Using multiple wills to deal with assets in different jurisdictions is a common way to organize estates. But in some provinces, over the past 15…

How to file taxes if you’re older

Explain to recently retired clients why they should continue filing a return.

新业主税务提示

Tax tips for new homeowners

  • By: 员工
  • September 19, 2014 September 19, 2014
  • 00:00

नए गृहस्वामियों के लिए कर बचत के सुझाव

Tax tips for new homeowners

ਨਵੇਂ ਮਕਾਨ ਮਾਲਕਾਂ ਲਈ ਟੈਕਸ ਨੁਕਤੇ

Tax tips for new homeowners

Tax tips for new homeowners

If you’re house hunting, or recently you've snagged your dream home, you should take advantage of these helpful programs from CRA.

  • By: Staff
  • September 18, 2014 August 1, 2018
  • 00:00

Owning investments jointly with adult children

Joint ownership is one of the most common ways for two or more people to hold property. This includes real estate, as well as personal…

Save taxes while saving the environment

There are significant tax advantages to donating ecologically sensitive land.

What to do with capital gains or losses

Whether you lost or gained on the market this year, here’s how to maximize your tax position.

  • September 10, 2014 August 15, 2018
  • 00:00

Should you incorporate?

Using an investment corporation to hold a portfolio can have tax advantages. But those advantages vary, depending on where you live and what you invest…

Taxes and cross-border life insurance

Make sure your cross-border insurance doesn’t break tax rules.

Action idea – Taxes and cross-border life insurance

Does your client have a cross- border insurance policy?

  • August 18, 2014 August 18, 2014
  • 00:00

Saving money as a mature student

Going back to school? Mature students can take advantage of their unique financial circumstances.

Tax tips for parents

New baby? Time for a new will, insurance, RESPs and more. I can help you with all that so you don’t lose more sleep than…

Use RRSP funds for a mortgage

Aside from using RRSPs for a first home, you can also use the funds to invest in Canadian real estate.

How to get a CRA business number

A CRA business number simplifies your company’s dealings with the tax department.

Action idea – How to get a CRA business number

Is your client starting their own business? Help them get a CRA business number next time you meet.

  • July 24, 2014 July 24, 2014
  • 00:00

Shield insurance proceeds from U.S. estate tax

Life insurance can play an important role in estate planning. But complexities arise if you’re subject to U.S. estate tax.