This Month’s Poll
Do you enjoy reading breaking tax and financial news in Knowledge Report? Please tell us why/why not?June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates
Substantial tax reform has recently changed the rules for post-death planning for high net worth families.
Do Taxpayer Report Gains and Losses on Currency Fluctuations?
According to the Bank of Canada, since October 1950, the record low for the Canadian dollar against the US dollar was recorded on the 21st of January 2002 – just over 13 years ago – when the loonie was worth just .6179.
Pots of Lottery Gold Taxable for Some!
Tax tip of the week
TFSA – (Perhaps Not) A Ticking Time Bomb? - Part 2
Last week, we looked at the TFSA helping those who pay taxes on investment income. This week in part 2, we will look at savings opportunities for the middle class.
Where Is My Refund and Who Does CRA Share it With? Part 2
Taxpayers and their advisors may consider this question more frequently as CRA pushes for more electronic communications, such as the provision of email addresses on this year’s tax return.
What Most People Don’t Know About Principal Residences (But Should) – Part 1
This week I had a discussion with a client about what would happen when either he or his wife passed away.
