Home In Depth Special Reports Special Report on Taxes

Special Report on Taxes

In this special feature: Reporting rules for foreign property; helping your clients manage capital gains and losses; getting more from RESPs; claiming medical expenses; and much more from the Mid-October 2014 issue of Investment Executive.

October 14, 2014

Groups focusing on retirement

The IIAC, IFIC, CLHIA and PMAC are recommending that the federal government make important changes in next year's federal budget. Most suggestions are focused on making it easier for people to save money for retirement

  • October 14, 2014 November 6, 2019
  • 23:00

Exempt test for life policies revised

The Department of Finance Canada has proposed revisions to the tax rules that limit how much clients can hold in the cash portion of their policies without paying taxes. Many universal life policies will have their accumulation room reduced

  • October 14, 2014 November 6, 2019
  • 23:00

Yearend tax tips

Now is a good time to review strategies - such as those involving charitable donations and TFSAs - that are affected by the end of the calendar year

  • October 14, 2014 November 6, 2019
  • 23:00

Managing capital gains and losses

Recent stock market growth has probably resulted in capital gains for many of your clients. Knowing how best to deal with the tax consequences of realizing those gains - as well as capital losses - can reduce the tax hit

  • October 14, 2014 November 6, 2019
  • 23:00

U.S. taxes on funds?

American taxpayers who own Canadian investment funds may be subject to U.S. taxes

  • October 14, 2014 November 6, 2019
  • 23:00