Tax

Will estate taxes come back?

Read: André L’Espérance’s column Increasing estate value for the affluent Will estate taxes come back to Canada? They are certainly in the spotlight. The estate tax debate lurches back and forth in the U.S., as the legacy of the tax package enacted by the Bush administration in 2001 – with a sunset clause allowing the […]

By Scot Blythe |August 15, 2011

4 min read

Watch the taxes on foreign investments

When clients receive their T3 and T5 slips, be prepared to have an open and knowledgeable conversation with them should they ask why they are being asked to pay tax on the various income and/or capital gains amounts they've reported.

By Jamie Golombek |August 4, 2011

3 min read

Neighbourly advice on tax-efficient income

Sooner or later, every homeowner is going to face the decision that my neighbour is about to make. She is of an age and life stage where it makes sense to sell her house and move into a home that requires less upkeep and physical demands. Of course, deciding to move is only part one […]

By Michelle Munro |August 3, 2011

6 min read

Combining insurance policies

An insured annuity can be a powerful tool to help business owners maximize retirement income while minimizing tax. This type of annuity involves simultaneously purchasing a life annuity and a life insurance policy.

By André L’Espérance |August 1, 2011

3 min read