Help your client avoid RRSP overcontributions
Penalties can result when “earned income” is misunderstood
- By: Jamie Golombek
- February 23, 2022 February 23, 2022
- 15:00
Latest news in Jamie Golombek
How to claim home-office expenses
Simplified procedures were extended for the 2021, 2022 tax years
- By: Jamie Golombek
- January 26, 2022 January 26, 2022
- 15:00
CRA cracks down on home flippers ahead of new legislation
A recent court case illustrates the taxpayer troubles that can arise when selling a residence
- By: Jamie Golombek
- December 16, 2021 December 15, 2021
- 15:00
Rebalancing your client’s portfolio may require a balancing act
Considerations include a potential hike to the capital gains inclusion rate
- By: Jamie Golombek
- November 10, 2021 November 10, 2021
- 15:00
Tax-efficient RESP withdrawals
Without a strategy, clients with large plans could be heavily taxed on payments
- By: Jamie Golombek
- October 15, 2021 October 15, 2021
- 15:00
Ottawa mulls disbursement quota changes
Consultation ends on Sept. 30
- By: Jamie Golombek
- August 25, 2021 August 25, 2021
- 15:00
Help your senior clients prepare for OAS changes
Get ready for an OAS index adjustment, a one-time payment for “older” seniors and an extra 10% for seniors over 75
- By: Jamie Golombek
- July 30, 2021 July 30, 2021
- 14:00
What exactly is a “reasonable” rate of interest?
Clients who borrow to invest may be intrigued by a recent court case on interest deductibility
- By: Jamie Golombek
- June 25, 2021 June 25, 2021
- 17:07
Beware of TFSA schemes
A new CRA warning sheds light on a scheme that’s too good to be true
- By: Jamie Golombek
- June 11, 2021 June 10, 2021
- 15:30
Help clients avoid TFSA overcontributions
Your clients may want to check their junk mail folder for correspondence from the CRA
- By: Jamie Golombek
- May 14, 2021 May 14, 2021
- 15:00
Relief for the repayment of Covid benefits
The federal budget has rectified a potentially harsh tax treatment of benefit recipients
- By: Jamie Golombek
- April 21, 2021 April 21, 2021
- 15:30
Worried about a possible increase to the capital gains inclusion rate?
Options for your clients to consider if they’re concerned about the inclusion rate increasing
- By: Jamie Golombek
- March 19, 2021 March 19, 2021
- 16:00
Why clients should contribute to RRSPs before the deadline
Some clients may be reluctant to maximize their RRSPs for fear of missing out on other tax advantages
- By: Jamie Golombek
- February 19, 2021 February 19, 2021
- 14:28
How should clients claim home office expenses this tax season?
Help your clients choose between the detailed method and a temporary flat-rate method
- By: Jamie Golombek
- January 22, 2021 January 22, 2021
- 15:00
Help clients plan for tax-efficient charitable giving
Three topics to discuss with your clients before the end of the year
- By: Jamie Golombek
- December 11, 2020 December 10, 2020
- 15:00
Which home-office expenses can be reimbursed tax-free?
The CRA has provided more details on the types of home-office expenditures employees can be reimbursed for without incurring a taxable benefit
- By: Jamie Golombek
- November 20, 2020 November 20, 2020
- 15:00
Understanding new Covid benefits can be a taxing process
Your clients may need to set aside funds to cover a potential tax bill in April
- By: Jamie Golombek
- October 23, 2020 October 23, 2020
- 17:02
Help your clients plan for instalment payments
Clients can minimize payments by choosing the calculation method that best suits them
- By: Jamie Golombek
- September 25, 2020 September 25, 2020
- 15:27
After the CERB…
Breaking down eligibility requirements for three new government benefits
- By: Jamie Golombek
- August 28, 2020 August 28, 2020
- 15:28
Tax compliance for clients with U.S. property
The CRA has taken an interest in U.S. real estate transactions
- By: Jamie Golombek
- July 31, 2020 July 31, 2020
- 16:00
Prescribed rate loan planning
Help your clients with their income splitting strategies
- By: Jamie Golombek
- July 3, 2020 July 3, 2020
- 15:31
Help your clients plan for tax owing on CERB payments
Payments must be reported as income for the 2020 tax year
- By: Jamie Golombek
- June 5, 2020 June 5, 2020
- 14:39
Is it time for temporary, tax-free RRSP withdrawals?
Many retirees are ineligible for the government assistance being offered during Covid-19
- By: Jamie Golombek
- May 8, 2020 May 8, 2020
- 14:39
Help your clients navigate new RRIF rules
The federal government has lowered the minimum RRIF withdrawal rate for 2020
- By: Jamie Golombek
- April 9, 2020 April 9, 2020
- 16:44
Looking ahead to the federal budget
The C.D. Howe Institute’s “shadow budget” makes a number of recommendations for the feds to consider
- By: Jamie Golombek
- March 13, 2020 March 13, 2020
- 17:00