Tax planning | Investment Executive https://www.investmentexecutive.com/tag/tax-planning/ Canada's news source for financial professionals Thu, 07 Aug 2025 13:28:31 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Tax planning | Investment Executive https://www.investmentexecutive.com/tag/tax-planning/ 32 32 Appeal court upholds estate trustee’s powers https://www.investmentexecutive.com/news/from-the-regulators/appeal-court-upholds-estate-trustees-powers/ Thu, 31 Jul 2025 18:28:53 +0000 https://www.investmentexecutive.com/?p=516531 Stay denied in case where trustee to sell estate's farms to meet large tax bill

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]]> U.S. Senate introduces exceptions to proposed excise tax on money transfers https://www.investmentexecutive.com/news/industry-news/u-s-senate-introduces-exceptions-to-proposed-excise-tax-on-money-transfers/ Thu, 19 Jun 2025 20:28:25 +0000 https://www.investmentexecutive.com/?p=513049 But both House and Senate are "on board for some version of this chaos," lawyer says of U.S. tax bill

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]]> Bare trust debacle began with burdensome legislation: Taypayers’ Ombudsperson https://www.investmentexecutive.com/news/industry-news/bare-trust-debacle-began-with-burdensome-legislation-taypayers-ombudsperson/ Wed, 12 Mar 2025 18:38:46 +0000 https://www.investmentexecutive.com/?p=504001 Report outlines CRA communication failures that resulted in wasted time, effort, from taxpayers

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]]> What happens to the capital gains tax changes if the government falls? https://www.investmentexecutive.com/news/industry-news/what-happens-to-the-capital-gains-tax-changes-if-the-government-falls/ Thu, 10 Oct 2024 22:06:42 +0000 https://www.investmentexecutive.com/?p=494550 Legislation to implement the hike to the capital gains inclusion rate has yet to be passed

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]]> Manage capital gains tax changes as year-end approaches https://www.investmentexecutive.com/newspaper_/news-newspaper/manage-capital-gains-tax-changes-as-year-end-approaches/ Tue, 08 Oct 2024 15:00:00 +0000 https://www.investmentexecutive.com/?p=494124 High-net-worth and incorporated clients look for guidance on complex changes

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]]> Avoiding double taxation when an incorporated client dies just got easier https://www.investmentexecutive.com/newspaper_/news-newspaper/avoiding-double-taxation-when-an-incorporated-client-dies-just-got-easier/ Fri, 13 Sep 2024 04:04:00 +0000 https://www.investmentexecutive.com/?p=492351 Proposal would give executors more time to implement loss carryback strategy

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]]> Challenges planning for revised AMT given proposed CGIR increase https://www.investmentexecutive.com/news/industry-news/challenges-planning-for-revised-amt-given-proposed-cgir-increase/ Tue, 30 Jul 2024 16:54:20 +0000 https://www.investmentexecutive.com/?p=490194 Clients with significant capital gains in 2024 face uncertain tax exposure

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]]> Tax advisors on high alert as revamped GAAR takes effect https://www.investmentexecutive.com/news/industry-news/tax-advisors-on-high-alert-as-revamped-gaar-takes-effect/ Thu, 04 Jul 2024 12:15:53 +0000 https://www.investmentexecutive.com/?p=488638 The revised anti-avoidance rules represent a shift in the CRA’s approach

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]]> Capital gains reserve more beneficial after inclusion rate hike https://www.investmentexecutive.com/news/industry-news/capital-gains-reserve-more-beneficial-after-inclusion-rate-hike/ Wed, 19 Jun 2024 21:42:12 +0000 https://www.investmentexecutive.com/?p=488096 Clients may be able to use the $250,000 threshold over multiple years

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]]> Liberal tax promise tracker, post-2024 budget edition https://www.investmentexecutive.com/news/industry-news/liberal-tax-promise-tracker-post-2024-budget-edition/ Tue, 14 May 2024 06:27:03 +0000 https://www.investmentexecutive.com/?p=485815 Feds won't change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government

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