FHSAs and the role of spouses
Help clients get the maximum benefit from these accounts
Help clients get the maximum benefit from these accounts
Transactions, including property flipping, require proper tax reporting
A client scenario illustrates whether withholding taxes apply
Tax rules offer flexibility when a client has both a spouse and a common-law partner
Completing the T1’s marital status isn’t always straightforward
Consider the tax consequences before transferring property after a separation
The absence of withholding taxes can create unexpected consequences if no planning is done
Consider these options to avoid unexpected tax results
Find out if your client is still eligible for the PRE
Can your client claim the PRE after moving to assisted living?
More on pension income splitting for the year of death
Tips for serving clients of all ages
What clients need to know about reporting transactions
Help your client’s family by understanding the tax rules
Overcontributions can result in more than a simple penalty tax
There are some situations where a tax-deferred transfer might not be the best option
Find out what types of income add to the calculation of deduction room
Understand which one offers a planning opportunity
Find out the details
How do new PRE rules introduced in October 2016 change things?
Make sure clients don't accidentally run afoul of the attribution rules
The options for dealing with excess TFSA amounts.
We look at key aspects of the superficial loss rule and identify a common pitfall for clients in employee share purchase plans.
In response to recent market volatility, some investors are considering tax-loss selling. Make sure they heed these two rules.
Donating to charity can be rewarding, both personally and financially.