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Income Splitting: Exploring 10 Opportunities Within the Income Tax Act
In recent years, the Canada Revenue Agency (CRA) has tightened the rules to close off loopholes and prevent taxpayers from...
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Understanding Testamentary Spousal Trusts: Benefits, Drawbacks, and Estate Planning Tips
What is a Testamentary Spousal Trust? A testamentary spousal trust is an estate planning tool established through a will to...
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The Great Wealth Transfer
The Great Wealth Transfer! The financial landscape is on the cusp of a monumental shift as Baby Boomers pass their...
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Navigating the New Capital Gains Tax Landscape with Advanced Insurance Strategies
With the recent changes to capital gains inclusion rates effective June 25, 2024, many business owners and estate planners are...
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Tax Planning Vs. Tax Avoidance Vs. Tax Evasion
Tax planning is an essential aspect of financial planning. A dollar saved in taxes is more valuable than a dollar...
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Strategy: Tertiary Wills For Probate Planning
The Benefits of Tertiary Wills for Art and Collectibles When it comes to estate planning, having a clear and detailed...
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End of an Era: Capital Gains Surplus Strip Strategy
Capital Gains Surplus Strip: A Strategy of the Past The capital gains surplus strip was once a favored tax planning...
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Understanding New CRA Penalties: What You Need to Know
When it comes to taxes, the Canadian Revenue Agency (CRA) takes compliance seriously. Recently, the reporting rules have been significantly...
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