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Keyword: Tax planning

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Don’t let tax documentation go wrong

From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)

CRA audits: Risks, pitfalls and tips

Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1 of 4)

The proposed change to the taxation of passive investment income arising from active business income retained inside a corporation is most concerning

Feds launch consultation on tax proposals

STEP Canada, Advocis, CALU, CLHIA and others suggest the proposals are problematic and could have harmful consequences

Adding tax-planning to your menu of services can help you retain clients and gain new ones

  • By: Leah Golob
  • July 27, 2017 November 6, 2019
  • 23:45
U.S. proposed tax changes lead to interest in cross-border migration

Although lower taxes in the U.S. is causing young Canadian entrepreneurs to look south of the border, some Canadians are eager to return home

Advisors falling short on providing Canadians tax-planning advice

Natixis report finds that 58% of Canadian investors would fire their advisor if another one could provide better advice on the impact of taxes on their portfolios

  • By: Leah Golob
  • June 7, 2017 December 19, 2017
  • 12:00
How Trump’s tax proposals may benefit Canadians

Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce's wealth strategies group, discusses three ways Canadians and Americans living in Canada may benefit from U.S. President Donald Trump’s tax proposals.

A reduction in the highest U.S. income tax bracket could encourage high earners to move stateside while a repeal of the estate tax means complex planning may not be needed

Here are 10 strategies to help clients minimize their tax burden and maximize their financial positions