Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
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
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
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
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
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?
Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially U.S. citizens and those who own property in the U.S.
Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, reviews some of his major yearend tax planning tips in this free webinar
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
The tax proposals for passive investments risk delivering a blow to the retirement planning of many small-business owners