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How to deduct business expenses

Which business expenses don’t belong on your tax return?

When to consider charitable giving

Suffering from donation procrastination? Here are our strategies for making smart charitable donations.

将注册退休储蓄计划（RRSP）转入注册退休收入基金（RRIF）

Converting RRSPs to RRIFs

आरआरएसपी को आरआरआईएफ में बदलना

Converting RRSPs to RRIFs

ਆਰ.ਆਰ.ਐਸ.ਪੀਜ਼ ਨੂੰ ਆਰ.ਆਰ.ਆਈ.ਐਫ਼ਸ ਵਿੱਚ ਬਦਲਣਾ

Converting RRSPs to RRIFs

Converting RRSPs to RRIFs

Tips for converting your RRSP to a RRIF or annuity.

Avoid mistakes as an American in Canada

If you’re an American living and working in Canada, you need to be careful with your finances, especially when considering taxes.

How much should you pay your executor?

Executors get paid before heirs do. Make sure you compensate them correctly.

Action idea – Are you a Canadian resident?

Need to get your client thinking about their residency and what it means for their legacy? Try this tip.

  • May 23, 2014 May 23, 2014
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Are you a Canadian resident?

Will your heirs inherit the way you planned?

Multiple homes mean tax savings

Own more than one home? Making the right choices about the Principal Residence Exemption (PRE) may save you thousands in taxes.

Rethink what debt costs you

These details get overlooked when calculating personal debt.

Come clean with CRA

How to come clean with CRA for past tax indiscretions.

3 tricky rules for personal trusts

Personal trusts are a staple of estate planning, but to use them to your advantage, there are three rules you need to know.

Donate life insurance, save tax

Save tax by donating life insurance with this new CRA rule.

Employ your spouse to reduce taxes

You need to hire an assistant. And after interviewing several candidates, you realize your spouse is best suited for the role. As long as he…

Is your loan tax deductible?

Determine if what you borrow will pass the interest deduction test.

Action idea – Don’t over-contribute to registered plans

Need to make your client aware of over-contributing to registered plans? Try this tip.

  • April 24, 2014 April 24, 2014
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How to pay your taxes online

The four most painless ways to pay tax.

Don’t mix business costs with pleasure

Be careful what expenses you write off, especially when they could be considered personal.

Conversation starter – Don’t mix business expenses with pleasure

Ask self-employed or small-business clients, “Where do you draw the line between personal and professional expenses?”

  • April 8, 2014 April 8, 2014
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Tax solutions that work

Four practical tax-saving solutions.

What to ask before accepting the executor’s job

Getting asked to be an executor is an honour, but you don’t have to accept. These factors can make the job difficult:

7 handy tax return tips

A little attention to tax rules up front can go a long way to saving time, money and undue complications down the road.

  • By: Staff
  • March 28, 2014 August 1, 2018
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Action idea – What to do with capital gains or losses

Need to get your client thinking about what to do with capital gains or losses? Try this tip.

  • March 21, 2014 March 21, 2014
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