Insights & Articles
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
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
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
2024 AMT Changes - Could You Be Impacted?
4/29/2024
April 26, 2024 update following the release of the 2024 Federal Budget.
Tax Planning
Planning for Changes to Taxation of Capital Gains
4/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning
2024 Federal Budget Highlights
4/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning
Think you do not have a trust filing requirement? . . . Think again!
4/1/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning
