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Keyword: Tax planning

293 results found

Study reveals many Canadians lack insight on tax implications of RRSPs, charitable donations and investments

  • By: IE Staff
  • April 3, 2013 April 3, 2013
  • 09:25

TFSAs, RESPs, RRSPs, RRIFs and more

Advisors can help keep clients with global ties informed of additional rules

Clients must act before before December 31 to pay less in tax

Five tax strategies to keep Oct. 31 the scariest day of the year

Even though the deadline for filing income taxes is months away, now is the time to look at ways to minimize taxes for your clients before the yearend rolls around - when it could be too late to complete some tasks

Relief from U. S. tax rules won't help most complex situations

U. S. rules that cover Canadian mutual funds could make holding these funds far less attractive for some clients. Advisors need to be aware of the risks their American clients face

Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious

  • By: Megan Harman
  • September 14, 2012 September 14, 2012
  • 09:20

A cluster of recent judgments sheds light on developments in tax planning using trusts and private corporations