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A primer on how to lend money to your kids properly

October 2, 2024
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Changes to RRIF rules are necessary for the financial health of Canadian seniors

September 25, 2024
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Consider different options to solve a holding company double-tax problem

September 19, 2024
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Understand the double-tax problem that faces Canadians with holding companies

September 12, 2024
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Life insurance can be an effective way to pay for an education

September 5, 2024
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The best strategies for withdrawing from a registered education savings plan

August 28, 2024
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There are many problems with CRA’s pursuit of Toronto Maple Leaf John Tavares

August 22, 2024
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The tax complications that have ensnarled Leafs’ John Tavares after his $15-million signing bonus from 2018

August 15, 2024
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Naming a guardian in your will is key to a child’s well-being

August 8, 2024
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Retirement planning for business owners can take different forms

August 1, 2024
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Business owners should plan ahead for life in retirement

July 25, 2024
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Artificial intelligence may lead to automatic tax filing for some

July 18, 2024
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Overtaxing the rich can lead to problems

July 11, 2024
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Clever planning can make a cottage transfer tax-smart

July 3, 2024
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Splitting income with your spouse can save big tax dollars if done properly

June 26, 2024
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Getting married? Make sure you understand the tax and financial implications

June 19, 2024
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CRA treatment of pastor highlights problems with the agency

June 12, 2024
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Consider these last-minute planning ideas before capital-gains tax changes arrive

June 5, 2024
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Plan ahead to save significant tax dollars at your time of passing away

May 30, 2024
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How to make cottage life more affordable and save tax dollars too

May 15, 2024
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Selling a cottage will take more careful planning under new tax rules

May 8, 2024
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Capital gains tax changes impact Canadians in many — and needlessly complicated — ways

April 25, 2024
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Change to capital gains taxes will catch many average Canadians

April 18, 2024
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Postsecondary students should take advantage of tax benefits

April 11, 2024
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Changes could mean a high tax rate on short-term rental income

April 4, 2024
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Reporting your profits and losses properly is no easy task

March 28, 2024
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Be aware of crypto-asset tax rules as you prepare your return this year

March 20, 2024
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The taxman’s project on incorporated employees is in full swing

March 14, 2024
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An advance look at what to expect in the 2024 federal budget

March 7, 2024
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Be careful to avoid paying someone else’s taxes

February 29, 2024
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Spousal RRSPs still have a place in clever planning

February 23, 2024
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Uncertainty and complexity are the hallmarks our tax system today

February 14, 2024
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Be aware of the key changes that could affect your 2023 tax filings

February 8, 2024
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Business owners need to weigh RRSPs and their corporations as retirement options

January 31, 2024
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RRSP or FHSA, when saving for a house, keep an eye on your time frame, contribution limits

January 24, 2024
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Give your RRSP a big boost every year without needing more cash

January 18, 2024
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The tax of inflation impacts investors significantly

January 11, 2024
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A new year means more surprising tax increases and a life less affordable

January 4, 2024
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Make owning a home more affordable in 2024

December 28, 2023
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CRA’s views on cryptocurrencies can lead to tax surprises

December 13, 2023
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Make the most of donation tax savings while giving back

November 29, 2023
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Working from home could mean deductible vehicle expenses

November 22, 2023
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Joint ownership of homes and other assets can lead to unintended problems

November 15, 2023
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Do you have a spouse? Consider these FHSA strategies

November 8, 2023
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Your investment loss could be your spouse’s tax gain

November 1, 2023
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Seven year-end tax planning ideas for retirees

October 26, 2023
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Investors should consider these ideas before year-end to save tax

October 19, 2023
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There is still time for employees to reduce taxes before year-end

October 11, 2023
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Filing taxes on both sides of the U.S.-Canada border takes special planning

October 4, 2023
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CPP, OAS and RRSP tips for those working in their 70s

September 28, 2023
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Two smart RRIF strategies to consider as part of your estate planning

September 20, 2023
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Avoid leaving your heirs a nasty tax surprise on your RRIF assets when you die

September 14, 2023
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Seven tax-saving ideas to consider before year-end

September 7, 2023
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Five ways to pay for a postsecondary education

August 30, 2023
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Borrowing for school should be guided by earning potential

August 23, 2023
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8 tax ideas to put money back in the pockets of students

August 17, 2023
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High income earners in Canada are already paying their fair share of tax

August 9, 2023
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Think about your method and message when distributing your estate

August 3, 2023
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Discussing your estate plans can avoid hurt and even legal battles

July 26, 2023
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Properly documenting your estate wishes will avoid trouble

July 19, 2023
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Estate planning starts with the five Ds

July 12, 2023
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New Canadian tax changes create unmanageable burden for charities

July 6, 2023
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Proposed tax changes in Canada could stifle large charitable gifts

June 29, 2023
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Make sure your estate plan considers your digital assets

June 21, 2023
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Moving season can lead to confusion around moving expense deductions

June 14, 2023
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Graduates should think about where to invest new income. Here are some things to consider

June 7, 2023
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It’s time to get creative in solving the housing affordability problem

May 31, 2023
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Deducting cottage costs may be legitimate, but not always

May 24, 2023
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Four things to consider when transferring the cottage to the kids

May 17, 2023
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Tips to ensure your cottage can pass to the next generation

May 10, 2023
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3 things to consider when buying a family cottage

May 3, 2023
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Smart use of your tax refund can accomplish great things

April 26, 2023
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The top 6 blunders to avoid when filing your tax return

April 19, 2023
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Ten often-forgotten tax filing tips

April 12, 2023
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New Employee Ownership Trusts may have a role in business transition

April 6, 2023
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How life will be different because of Budget 2023

March 29, 2023
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What to expect in the federal budget next week and how it could impact your taxes

March 22, 2023
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Six tips to help you file your tax return properly

March 15, 2023
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Naming your estate, or charities, as beneficiary of your RRSP or RRIF

March 9, 2023
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Choose your RRSP or RRIF beneficiaries carefully

March 2, 2023
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Tune up your RRSPs with a few helpful tweaks

February 22, 2023
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How this single empty nester in her 50s plans to retire comfortably at 62

February 16, 2023
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These four RRSP tips can help improve your retirement

February 15, 2023
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The Underused Housing Tax affects more people than expected

February 10, 2023
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Dodge the taxman with tax-free sources of income

February 2, 2023
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Control the type of income you earn to save tax dollars

January 26, 2023
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Splitting income with family can save meaningful tax dollars

January 19, 2023
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Defer a tax bill to the future to reduce the burden

January 12, 2023
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Claim key deductions and credits to reduce your tax burden

January 4, 2023
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Your New Year’s resolutions should include the five pillars of tax planning

December 28, 2022
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Think outside the gift box when donating to charity

December 21, 2022
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Tax changes that affect Santa, and which could apply to you

December 14, 2022
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This holiday season, don’t be like Scrooge and give to charity

December 7, 2022
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Seniors can take advantage of RRSPs even after age 71

November 30, 2022
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‘Tis the season to get creative with your charitable donations

November 23, 2022
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Here are the rules for claiming home-office expenses in 2022

November 18, 2022
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There’s still time for investors to save tax before year-end

November 10, 2022
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Make lemonade from your market lemons before year-end

November 4, 2022
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No end in sight in two-decade battle with CRA

October 27, 2022
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CRA delays cause tax battle to continue for more than 20 years

October 20, 2022
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The culture at Canada Revenue Agency needs a complete overhaul

October 13, 2022
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Seven more reasons to use a trust

October 6, 2022
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Seven reasons to use a family trust

September 29, 2022
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Three things to consider about using trusts in your planning

September 22, 2022
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Seven strategies to save for education costs

September 15, 2022
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Understanding the costs and approaches of paying for an education

September 8, 2022
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Nine strategies for using a First Home Savings Account

August 25, 2022
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Looming legal changes that will affect Canadians’ ability to pay less tax

August 18, 2022
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The top 10 creative uses of life insurance in financial planning

August 11, 2022
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How insurance can create tax-free income in retirement

August 4, 2022
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Young Canadians will foot the bill for higher debt

July 28, 2022
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Five more tax strategies to plan for tough economic times

July 22, 2022
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Take advantage of tough economic times to save taxes

July 14, 2022
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How to avoid the taxman’s label of an incorporated employee

July 7, 2022
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How to avoid an awkward surprise – an unexpected tax assessment

June 30, 2022
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Deadline looms for prescribed rate loans

June 23, 2022
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Tips for sharing the family cottage

June 17, 2022
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A cottage succession story to learn from

June 9, 2022
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Four myths about cottage ownership

June 3, 2022
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Snowbirds face a potpourri of tax issues

May 26, 2022
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Seven creative tax moves to make when markets are tanking

May 19, 2022
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Seven creative tax moves to make when markets are tanking

May 12, 2022
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Higher interest rates may mean taking some time to rethink

May 5, 2022
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Tax department on lookout for property flippers

April 29, 2022
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Court decision provides a breath of fresh air for taxpayers

April 21, 2022
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Ideas from the budget for more affordable housing

April 14, 2022
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New Tax-Free First Home Savings Account provides flexibility

April 9, 2022
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Consider new ideas coming from greater RRSP savings

April 7, 2022
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A federal budget wish list

March 31, 2022
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Sensible tax tips when filing your 2021 tax return

March 24, 2022
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When it comes to getting tax help, consider all your options

March 17, 2022
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Five lessons your tax return can teach you

March 10, 2022
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Now is the time to make loans to save tax

March 3, 2022
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It’s about time for this crazy RRSP rule to change

February 24, 2022
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The importance and benefit of contributing to your RRSP earlier than later

February 17, 2022
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A mix of RRSP tips and traps

February 10, 2022
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Contribute to your RRSP even if you don’t have the cash

February 3, 2022
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Skipping RRSP contributions can make sense in some years

January 27, 2022
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Squabbles over a ring provide lessons to the rest of us

January 20, 2022
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Early RRIF withdrawals could leave your kids more

January 13, 2022
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Set a goal this year of updating your estate plan

January 6, 2022
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How the federal government’s New Year’s resolutions will affect Canadians

December 30, 2021
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A few tax changes affecting Santa could affect you too

December 23, 2021
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Tax ideas inspired by songs of the holiday season

December 16, 2021
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Holiday family gatherings are a good opportunity to clearly communicate your estate plans

December 9, 2021
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Understand the nuances of paying your family salary before year-end

December 2, 2021
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How to make donations that make a difference – for charities and for you at tax time

November 25, 2021
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Four ways to help out your favourite charity with life insurance

November 18, 2021
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Year-end tax strategies for seniors to avoid bigger tax bills

November 11, 2021
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There’s time before year-end for business owners to save tax

November 4, 2021
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There’s time before year-end for investors to save tax

October 28, 2021
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Employees should consider these strategies before yearend to pay less tax

October 21, 2021
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10 post-election tax and personal finance changes to expect

October 14, 2021
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Strategies to consider when buying a second property

October 7, 2021
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This is how the principal residence rule works for Canadian homeowners

September 30, 2021
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If you want to own a property, consider these strategies first

September 23, 2021
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When helping your children financially, it pays to leave a paper trail behind

September 16, 2021
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RESP withdrawals take some planning, so be prepared

September 13, 2021
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Three problems the Liberals’ proposed tax on highest income earners will cause

September 2, 2021
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Reducing the financial stress of postsecondary education

August 26, 2021
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A wealth tax will only end up disappointing Ottawa

August 19, 2021
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Home-based businesses can save you taxes if you do it right

August 12, 2021
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Personal finance tips for athletes to consider

August 5, 2021
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Increasing taxes on capital gains would be stifling for Canadian investors

July 30, 2021
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Canadians are taxed on illusory capital gains

July 26, 2021
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The impact of the ‘inflation tax’ can be huge for investors

July 15, 2021
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Changing the use of a property can come with a tax surprise

July 8, 2021
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How to plan ahead for post election tax changes

July 1, 2021
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Transferring businesses between generations is becoming easier

June 24, 2021
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Advice for young graduates on how to best manage debt

June 17, 2021
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Selling homes frequently can lead to grief from the taxman

June 10, 2021
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Renting out your cottage could have tax implications

June 3, 2021
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A cottage succession plan is more important than you think

May 27, 2021
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Make plans to deal with the taxes on your cottage!

May 20, 2021
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How small-business owners can save for retirement

May 13, 2021
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The CRA is focusing online to collect taxes

May 6, 2021
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Tax tips for buying, building, renovating or selling a home.

April 30, 2021
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Is there money in this new federal budget for you?

April 22, 2021
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Students should take advantage of tax time.

April 15, 2021
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A complete list of tax deductions and credits for any scenario.

April 8, 2021
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When it comes to the taxman, self-employed individuals need to pay attention to details.

April 1, 2021
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Use this checklist when filing your tax return this year

March 25, 2021
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A tale of three employees and their tax savings working from home.

March 18, 2021
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Three lessons you can learn from this couple’s battle with the taxman.

March 11, 2021
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What Americans living in Canada need to know about tax obligations

March 4, 2021
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How splitting income with your spouse in retirement can boost your lifestyle.

February 26, 2021
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Where should you hold your foreign stocks? We’ll do the math.

February 18, 2021
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Use an RRSP to reduce tax on government benefits

February 12, 2021
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Lessons from a time-wasting battle with the taxman

February 4, 2021
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Social media-driven trading frenzy has tax implications

January 28, 2021
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Four more RRSP-related tax mistakes you should avoid

January 21, 2021
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Avoid costly mistakes when it comes to your RRSP

January 14, 2021
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Consider capital gains planning to save tax

January 7, 2021
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Nine resolutions that can make for a better year for your finances in 2021

December 31, 2020
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The Twelve Claims for Taxes, updated for this pandemic holiday season

December 25, 2020
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This is what Ottawa should do to encourage affluent Canadians to give more to charity

December 17, 2020
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Ramp up your tax savings from gifts to charity

December 10, 2020
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A simplified approach to claiming home office expenses for 2020

December 3, 2020
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How to help the helpers as charities weather drop in donations

November 26, 2020
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Some year-end tax strategies for employees

November 19, 2020
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financial times

Your tax planning should be a priority right now

November 12, 2020
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Year-end tax planning for business owners is different this year

November 5, 2020
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CRA takes offence with leveraged insurance products

October 29, 2020
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Give the gift of tax savings to your spouse

October 22, 2020
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Tax law is changing to simplify home office deductions in Canada

October 15, 2020
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Working from home can mean tax complications

October 8, 2020
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If you want the tax breaks, make sure you meet the right tests for self-employment

October 1, 2020
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Tax increases are on the horizon. Consider these moves before they arrive.

September 24, 2020
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Speech From The Throne

September 23, 2020
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Three ways the federal government may increase taxes on principal residences

September 17, 2020
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Concerns about taxes on homes may be warranted

September 10, 2020
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More things to know about in-trust-for accounts for children

September 3, 2020
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Things you should know about in-trust-for accounts

August 20, 2020
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Trading in securities could jeopardize your CERB benefits

August 13, 2020
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How to fund your education amid COVID-19

August 7, 2020
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Five ways to help pay for postsecondary school during COVID-19

July 30, 2020
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Moving to a seniors’ residence could be taxing

July 23, 2020
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The nuances of CERB are becoming clearer with time

July 16, 2020
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Give yourself a break with these tax rules for sabbatical planning

July 9, 2020
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How to generate tax relief while doing landscaping during the pandemic

July 2, 2020
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Education during the pandemic can provide tax relief

June 25, 2020
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Income splitting comes to the fore during COVID-19 era

June 18, 2020
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How the CRA may try to identify fraudulent CERB claims

June 11, 2020
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Don’t get stuck with someone else’s tax bill

June 4, 2020
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Three common ways to transfer the cottage to your heirs

May 29, 2020
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A cottage agreement can make sharing a summer home simple

May 21, 2020
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Some Questions Every Cottage Owner Needs to Answer

May 14, 2020
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What to do with your tax refund during COVID-19

May 7, 2020
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Six ways for you and your employer to maximize financial benefits during COVID-19

April 30, 2020
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School is almost out and students are getting help in this COVID-19 world

April 23, 2020
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Do the Little Things Right to Save Tax Amid COVID-19

April 9, 2020
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Working From Home Amid the Pandemic? Here’s More of What You Need to Know About Deducting Home Office Expenses

April 2, 2020
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Working From Home During This Pandemic Could Provide Tax Savings

March 30, 2020
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The Government’s COVID-19 Response isn’t Doing Enough to Help Seniors

March 26, 2020
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Transfer Capital Losses to Your Spouse to Save Tax

November 21, 2019
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Cross-Border Couples Need Special Tax Planning

August 1, 2019
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The Five Biggest Estate Planning Mistakes of Cottage Owners

May 30, 2019
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Knowing ‘Why’ You Donate Provides Guidance on ‘How

November 8, 2018
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Beware of Double-Taxation on Holding Companies

October 18, 2018
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A Cottage Agreement Can Save a Family Headaches

June 1, 2017
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