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Special Report on Taxes 2017

In this special feature: evolving changes for private corporations; large TFSAs under review; yearend tax tips; receipt management software and much more from the Mid-October 2017 issue of Investment Executive.

October 25, 2017

Key yearend tax planning tips

Jamie Golombek helps advisors get ready for yearend tax planning

  • October 25, 2017 August 14, 2018
  • 15:00

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners

  • October 19, 2017 August 14, 2018
  • 09:30

Gearing up for yearend

There are several measures you and your clients need to consider as the taxation year draws to a close, including taking advantage of certain measures that may no longer be available next year - as well as some that are tried and true

  • October 13, 2017 January 23, 2018
  • 12:01

Taking control of paperwork

The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning, storing and retrieving receipts easy

  • October 13, 2017 October 13, 2017
  • 00:50

Beware of pitfalls when selling homes

New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for clients, especially if they move often or own or rent multiple residences

  • October 13, 2017 October 13, 2017
  • 00:50

Audits on large TFSAs ramped up

Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should be deemed to be carrying on a business

  • October 13, 2017 October 13, 2017
  • 00:50

Improvements looming at CRA

After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists it will get better

  • October 13, 2017 October 13, 2017
  • 00:50

CRA may tighten key program

Taxpayers who come clean about taxes they have evaded can have penalties reduced under the voluntary disclosure program. The government wants to make the program less generous

  • October 13, 2017 October 13, 2017
  • 00:50

Tax changes could affect insurance

The CRA's proposed amendments to the way corporations are taxed could have an impact on insurance sales and the use of insurance in corporate planning strategies

  • October 13, 2017 October 13, 2017
  • 00:50

Clamping down on income splitting

The Liberals' recent proposed tax changes for private corporations are part of a larger effort by the feds to eliminate opportunities for wealthier Canadians to split income and reduce taxes. The question is, does that make for good tax policy?

  • October 13, 2017 March 27, 2018
  • 00:50