U. S. rules that cover Canadian mutual funds could make holding these funds far less attractive for some clients. Advisors need to be aware of the risks their American clients face
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
A cluster of recent judgments sheds light on developments in tax planning using trusts and private corporations
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net worth clients. Nairne spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre in Toronto.
Credits and deductions for students, tradespeople and families
More than three-quarters of Canadians don’t take tax implications into consideration with every investment decision
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax rules to acheive remarkable charitable results. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Ensuring that clients file their tax returns — and on time — is a must. They must also be aware of a few significant federal tax changes that took place in the 2011 taxation year
Ottawa should appoint expert panels to “modernize and simplfy” personal income taxes, committee says
A BMO Nesbitt Burns survey finds most Canadians fail to consider tax implications when investing