Reading between the lines
Interest deductibility.
Understanding insurance trusts
What they are and how to use them.
The deductibility of investment management fees
The deductibility of investment management fees.
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.
