News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
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
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
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
2024 Income Tax Update
3/28/2024
Watch our latest Client Insights webinar.
Tax Planning
