Family business succession planning
Details on how the current rules will be modified.
A deep dive into the First Home Savings Account (FHSA)
A new option to help Canadian residents buy their first home.
The upside of loss
Down markets and negative rates of return are generally not good news. However, a potential silver lining is that realizing capital losses can reduce capital gains and taxes payable. If you or your spouse¹ have realized capital gains in the last three years, consider selling an investment that has dropped in value to recover the taxes paid on those gains.
Corporate Estate Bond – always made sense and still does!
The Corporate Estate Bond concept is a simplified analysis that compares corporate-owned life insurance to a taxable alternative investment.
Reading between the lines
Interest deductibility.
Understanding insurance trusts
What they are and how to use them.
The deductibility of investment management fees
The deductibility of investment management fees.
Family business support
New tax amendments that supports family business succession.
Segregated fund tax advantages
Understanding similarities and differences compared to mutual fund trusts.
Tax filing and planning in a COVID-19 world
Useful advice to help Canadians reduce their tax bills.
Kicking the tax can further down the road
The federal budget fiscal response to COVID-19.
Corporations and life insurance policies
Tax consequences of transferring a policy out of a corporation
Tax aspects of accessing the cash value of a life insurance policy
Exempt life insurance enjoys many tax benefits. The death benefit under an exempt policy is tax-free.
