Capital Losses and Tax Loss Selling

Oct 15, 2021 |Charles W. Cullen III
Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summarizes the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...
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Canadians Investing in Publicly Traded U.S. Securities

Oct 01, 2021 |Charles W. Cullen III
Since Canada represents only a small percentage of the world's economy, many Canadians invest in the U.S. stock market to diversify their portfolios. As a result, it's important to have a general understanding of the tax issues associated with such investments...
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Establishing an RESP

Sep 27, 2021 |Charles W. Cullen III
With the high cost of post-secondary education, many parents and other family members recognize the need to save for the future expenses. That's why the registered education savings plan (RESP) is such a popular savings vehicle. Not only is the tax on...
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Living/Family Trusts

Sep 17, 2021 |Charles W. Cullen III
A living trust can be an effective wealth planning tool, facilitating income splitting, business succession planning and charitable giving. This article provides a general overview of living trusts in Canada. Click Here
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Federal Election 2021: A summary of key tax and economic platform promises

Sep 13, 2021 |Charles W. Cullen III
Canadians will head to the polls for a federal election on September 20, 2021. In this article, you will find a summary of key tax and economic campaign promises to date by the Liberal, Conservative and New Democratic parties. Please call with any questions...
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U.S. Estate Tax for Canadians

Jul 09, 2021 |Charles W. Cullen III
There are many ways that Canadians can be impacted by the U.S. estate tax. And there are ways to lessen the exposure. Call me with any questions. Click Here
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Calculating Your Adjusted Cost Base

Jun 24, 2021 |Charles W. Cullen III
This article discusses how to calculate the adjusted cost base (ACB) with respect to different types of investments and some common events that may affect ACB calculations. It's essential to seek advice from a qualified tax advisor when determining the...
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Estate Planning for Your RRSP or RRIF

Jun 22, 2021 |Charles W. Cullen III
In many cases, RRSPs and RRIFs can be a significant part of one's wealth. This article discusses many implications when considering your RRSPs/RRIFs in your estate plan. Any questions? Call me. Click Here
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Charitable Donations

May 26, 2021 |Charles W. Cullen III
It's exciting for me to see my clients supporting charities that are important to them. We also receive a meaningful tax credit when giving. Let me know if I can help. Click Here
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Moving to Canada

May 14, 2021 |Charles W. Cullen III
Are you a newcomer to Canada or have you returned to Canada after an extended absence? Having immigrated 12 years ago, I can say this is a great article. Have financial questions about immigrating to Canada? Call me. Click Here
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