Planning and Advice

Charitable tax credits flexible after death

The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was made. And, to the extent the donation tax credit is not claimed in that year, it may be carried forward and claimed in any of the donor’s five succeeding taxation years.

By Barry Corbin |April 1, 2012

3 min read

Advisor confidential | David R. Bruce

Keeping costs low is the easiest return. I use a lot of ETFs and index funds. Most clients with a timeframe of at least 15 years should be in low-cost, tax-efficient portfolios exposed to a variety of markets such as India and Brazil, and asset classes such as small caps, value stocks, and managed mutual funds.

By Kanupriya Vashisht |April 1, 2012

2 min read

Don’t let clients claim legal losses late

Some of the more mundane aspects of the law revolve around time: the calculation of notice periods; the periods in which court documents must be served and filed; the number of days before a trial that expert reports must be filed.

By Daniel Dochylo |April 1, 2012

5 min read

Budget 2012: A client letter

Show clients you're proactive by sending them this customizable letter about the Federal Budget.

By Staff |March 30, 2012

2 min read