Tax News

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

Statute of limitations

In 1991, the federal government introduced fairness legislation, this legislation gives the CRA the discretion to cancel or waive either all or a portion of any interest or penalties (but not the actual tax) payable.

August 1, 2011

4 min read

Tax-efficient investor behaviour

This is the last in a series of articles on tax-efficient investing. This series has merely scratched the surface of the topic, but demonstrates your clients’ portfolios can reap substantial benefits from a tax-aware approach.

By André Fok Kam |July 27, 2011

8 min read