All items in: Distinguished Practices

It’s Your Lucky Day: A Special St. Patrick’s Day Offer Just for You

Posted: March 13, 2018 By: Evelyn Jacks By :
Posted in: Strategic Thinking, Distinguished Practices, tax preparation, Debt Management, Financial Literacy, Estate Planning, knowledge bureau, Evelyn Jacks, retirement planning, Accounting, tax courses, financial advisors, small business tax, financial courses, budgeting, online education, payroll courses, online campus, St. Patricks Day, enrollment offer
You don’t have to be Irish to experience some luck this St. Patrick’s Day. Take advantage of our “Luck of the Irish” Special, available now until March 31st 2018.

Case Study: Planning the Sales of Home and Cottage

Posted: August 07, 2014
Posted in: Strategic Thinking, Distinguished Practices, Succession & Estate Planning, Tax Planning, tax exempt gains
Is the gain tax exempt? Solve this case study: Phil and Sylvia have owned their home in the city for 20 years and their cottage at the lake for 10 years in that 20-year period...

Non-Residents Owning U.S. Real Estate

Posted: July 10, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, Cross Border Tax, U.S. real estate
What exactly do Canadians need to know about owning U.S. real estate?

Q and A: Setting Up Business in the U.S.

Posted: June 12, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, cross border business, business in U.S.
The U.S. has a number of different business structures available when conducting your affairs in the U.S., whether your business is rental property or operating a viable small business.

Part 4: The Art and Science of Retirement Planning

Posted: June 05, 2014
Posted in: Strategic Thinking, Distinguished Practices, Investment & Retirement, retirement planning, master your retirement
Doug Nelson, author of Master Your Retirement, concludes his Art and Science of Retirement Planning series with a look at some ideas on how to navigate the five stages of retirement.

Business Owner Reduces Taxes with Income Splitting

Posted: May 22, 2014
Posted in: Strategic Thinking, Distinguished Practices, Tax Planning, income splitting
Steve currently makes $84,000 in his small unincorporated business in BC; he wants to pay his new wife Carin half this amount, as they work together in the business. How much will the family save on taxes if they split income?