The Repeal of the Windfall Elimination Provision
12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
Capital Loss Planning
12/23/2024
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
Tax Planning
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Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertainty
12/17/2024
On December 16, 2024, the Leader of the Government in Canada’s House of Commons (Government House Leader), Karina G...
Tax Planning
2024 Year-end Tax Planning Opportunities
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Save taxes by timing donations strategically
10/15/2024
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
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Save taxes by donating securities in your "HoldCo"
10/15/2024
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
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Save taxes by donating securities "in kind"
10/15/2024
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
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Implications of Selling Canadian Real Estate as a Non-Resident of Canada
6/27/2024
This article has been updated to reflect a few key changes following the April 16, 2024, Federal Budget.
Tax Planning
Update to Capital Gains Inclusion Rates
6/13/2024
On June 10, 2024, the government tabled a Notice of Ways and Means Motion (NWMM) that contained the much-anticipated tax legislation outlining the changes to capital gains inclusion rates (CGIR).
Tax Planning
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Turning Non-Deductible Mortgage Interest into Tax Deductible Investment Loan Interest
5/15/2024
Analysis from a tax practitioner on the strategy’s risks and requirements.
Tax Planning
2024 AMT Changes - Could You Be Impacted?
4/29/2024
April 26, 2024 update following the release of the 2024 Federal Budget.
Tax Planning
Talking Taxes
4/24/2024
Listen to our podcast with Sonya Dolguina. This podcast was recorded before the release of the 2024 federal budget and does not cover any details within it.
Tax Planning