Tax planning

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Tax-Advantaged Health Spending

Tax-Advantaged Health Spending The Financialist • Issue 117 • April 2013 BY JON KNUTSON BA DiplT (Fin Mgt) CFP If you own a small business and are tired of paying medical and dental bills for you and your family wit...
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Death and Taxes: Are They Really a Sure Thing?

Death and Taxes: Are They Really a Sure Thing? The Financialist • Issue 118 • July 2013 BY PAT MCGUIRE CFP CLU ChFC Have you ever thought of the concept of immortality? Immortality could be defined as having perpetual...
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Personal Corporations and Retirement Income Planning

Personal Corporations and Retirement Income Planning The Financialist • Issue 117 • April 2013 BY ETHAN ASTANEH BComm CFP AND ALAN KOTAI CFP CIM CFA Many of our clients who operate a small business or professional p...
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TFSA Changes

TFSA Changes The Financialist • Issue 116 • January 2013 BY BRIAN MCGUIRE BA  Tax free savings accounts (TFSAs) were originally introduced by the Canada Revenue Agency (CRA) to allow Canadians over 18 to accum...
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Charitable Giving Strategies

Charitable Giving Strategies The Financialist • Issue 116 • January 2013 BY MARK NEUFELD BA CFP CIM Giving to charity is a strong tradition in Canada. Canadian tax filers reported making charitable donations...
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Strategic Planning with TFSAs

Strategic Planning with TFSAs The Financialist • Issue 115 • October 2012 BY CECILIA TSANG BComm CFP CIM RHU The TFSA is now in its fourth year and continues to be an excellent vehicle for tax savings and other...
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Cross-border Tax Issues

Cross-border Tax Issues The Financialist • Issue 113 • April 2012 BY BRYSON MILLEY BA CFP CIM   The following is an interview conducted by Bryson Milley, BA CFP CIM with Karl Dennis, CA, Partner, US and Cross ...
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Am I Diversified?

Am I Diversified? The Financialist • Issue 111 • October 2011 BY JOHN HALE CGA AND ALAN KOTAI CFP CIM CFA DIVERSIFICATION One of the key pieces of advice we tell our clients concerning their investment portfolios is ...
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RRSP FAQs

RRSP FAQs The Financialist • Issue 112 • January 2012 BY JON KNUTSON BA DiplT (Fin Mgt) CFP The RRSP contribution deadline for the 2011 taxation year is coming up. Below are a series of frequently asked questions tha...
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Salary or Dividends - Which is better?

Salary or Dividends - Which is better? The Financialist • Issue 112 • January 2012 BY ETHAN ASTANEH BComm CFP The theory of integration suggests a business owner should be no better off earning income personally rathe...
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Income Splitting and Free Vacations

Income Splitting and Free Vacations The Financialist • Issue 107 • October 2010 BY ALAIN QUENNEC BComm CFP FMA CIM Under the Canadian system of progressive taxation, the tax we pay on our last dollar of income is grea...
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The Mortgage Question

The Mortgage Question The Financialist • Issue 107 • October 2010 BY ETHAN ASTANEH  BComm CFP  With recent rate increases by the Bank of Canada and likely more to come on the horizon, the age-old question of...
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Looking to Increase Current Cash Flow?

Looking to Increase Current Cash Flow? The Financialist • Issue 98 • July 2008 BY MARK NEUFELD BA CFP If so, you may be interested in the British Columbia Property Tax Deferment Program - a loan program that allows home owners ...
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Income Splitting

Income Splitting January 2005 Through carefully planned “Income Splitting,” a couple can reduce their overall tax burden. We all have to pay tax on the income we earn. Canada has a “progressive” tax system, which means that the...
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Fully Deductible Medical Expenses

Fully Deductible Medical Expenses The Financialist • Issue 82 • April 2004 BY BRYSON MILLEY AND BRETT SIMPSON It is no secret that our government cannot balance its budget and cover all the health care costs of an ageing popula...
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