Tax Strategies

Inflation lessons from history

It’s time to stress-test client portfolios

By Jim Otar |December 17, 2021

3 min read

Love and taxes: What the CRA needs to know about your intimate relationships

Completing the T1’s marital status isn’t always straightforward

By Wilmot George |November 30, 2021

3 min read

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

By Jacqueline Power |November 23, 2021

4 min read

Help your client plan for income when a spouse dies

A sample case illustrates the impacts for the surviving spouse

By Keith Masterman |November 22, 2021

5 min read