Navigating US Expatriation for Canadians
Considering giving up your US citizenship or Green Card?
Tax Planning
2025 Tax Reference Cards
1/27/2025
Explore our tax cards.
Tax Planning
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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
Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertainty
12/17/2024
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Tax Planning
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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
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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
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
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