Family business support
New tax amendments that supports family business succession.
Segregated fund tax advantages
Understanding similarities and differences compared to mutual fund trusts.
Tax filing and planning in a COVID-19 world
Useful advice to help Canadians reduce their tax bills.
Kicking the tax can further down the road
The federal budget fiscal response to COVID-19.
Corporations and life insurance policies
Tax consequences of transferring a policy out of a corporation
Tax aspects of accessing the cash value of a life insurance policy
Exempt life insurance enjoys many tax benefits. The death benefit under an exempt policy is tax-free.
Thinking about tax time
Some notable tax insights that could have widespread influence on Canadian taxpayers’ 2020 returns.
Moving on
Your clients have worked hard to build their businesses, and now it’s time to consider next steps.
Passive investments and private corporations, Investments
What to do now there is some certainty.
Opportunities for pension income splitting
The Canadian demographic landscape is shifting as more Canadians (i.e., baby boomers) approach or navigate their way through retirement.
Passive investments and private corporations
It’s time to get back to business.
You can’t win ’em all … Understanding superficial losses
You can’t win ’em all when it comes to investing. Sometimes an investment doesn’t pan out, and you end up in a loss position.
Taxation of critical illness and disability insurance living benefits products
Many insurance advisors are familiar with the taxation of life insurance products. But living benefits products – critical illness and disability insurance – may be less familiar.
