Tax planning – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 14 Oct 2024 17:15:28 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Tax planning – Investment Executive https://www.investmentexecutive.com 32 32 What happens to the capital gains tax changes if the government falls? https://www.investmentexecutive.com/news/industry-news/what-happens-to-the-capital-gains-tax-changes-if-the-government-falls/ Thu, 10 Oct 2024 22:06:42 +0000 https://www.investmentexecutive.com/?p=494550 Legislation to implement the hike to the capital gains inclusion rate has yet to be passed

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]]> Manage capital gains tax changes as year-end approaches https://www.investmentexecutive.com/newspaper_/news-newspaper/manage-capital-gains-tax-changes-as-year-end-approaches/ Tue, 08 Oct 2024 15:00:00 +0000 https://www.investmentexecutive.com/?p=494124 High-net-worth and incorporated clients look for guidance on complex changes

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]]> Avoiding double taxation when an incorporated client dies just got easier https://www.investmentexecutive.com/newspaper_/news-newspaper/avoiding-double-taxation-when-an-incorporated-client-dies-just-got-easier/ Fri, 13 Sep 2024 04:04:00 +0000 https://www.investmentexecutive.com/?p=492351 Proposal would give executors more time to implement loss carryback strategy

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]]> Challenges planning for revised AMT given proposed CGIR increase https://www.investmentexecutive.com/news/industry-news/challenges-planning-for-revised-amt-given-proposed-cgir-increase/ Tue, 30 Jul 2024 16:54:20 +0000 https://www.investmentexecutive.com/?p=490194 Clients with significant capital gains in 2024 face uncertain tax exposure

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]]> Tax advisors on high alert as revamped GAAR takes effect https://www.investmentexecutive.com/news/industry-news/tax-advisors-on-high-alert-as-revamped-gaar-takes-effect/ Thu, 04 Jul 2024 12:15:53 +0000 https://www.investmentexecutive.com/?p=488638 The revised anti-avoidance rules represent a shift in the CRA’s approach

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]]> Capital gains reserve more beneficial after inclusion rate hike https://www.investmentexecutive.com/news/industry-news/capital-gains-reserve-more-beneficial-after-inclusion-rate-hike/ Wed, 19 Jun 2024 21:42:12 +0000 https://www.investmentexecutive.com/?p=488096 Clients may be able to use the $250,000 threshold over multiple years

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]]> Liberal tax promise tracker, post-2024 budget edition https://www.investmentexecutive.com/news/industry-news/liberal-tax-promise-tracker-post-2024-budget-edition/ Tue, 14 May 2024 06:27:03 +0000 https://www.investmentexecutive.com/?p=485815 Feds won't change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government

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]]> Facing high probate tax, Nova Scotians can’t use dual wills to escape https://www.investmentexecutive.com/newspaper_/comment-insight/facing-high-probate-tax-nova-scotians-cant-use-dual-wills-to-escape/ Mon, 11 Dec 2023 05:07:00 +0000 https://www.investmentexecutive.com/?p=476583 Province tops Canada with 1.7% probate tax on the value of an estate

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]]> Feds make two key changes to family business transfer rules  https://www.investmentexecutive.com/news/from-the-regulators/feds-make-two-key-changes-to-family-business-transfer-rules/ Thu, 07 Dec 2023 20:54:46 +0000 https://www.investmentexecutive.com/?p=476916 Bill C-59 addresses issues flagged in the draft legislation

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]]> CRA’s 10% interest rate on overdue tax raises risks https://www.investmentexecutive.com/news/from-the-regulators/cras-10-interest-rate-on-overdue-tax-raises-risks/ Mon, 13 Nov 2023 05:09:00 +0000 https://www.investmentexecutive.com/?p=474692 Proposed legislation extends reassessment period

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