Moving from Canada to the U.S.

 January 30, 2026 |Charles W. Cullen III
If you are moving to the U.S., it’s important to be aware of the tax and estate planning issues that may arise as a result of your move and any planning opportunities you may be able to utilize to eliminate or minimize any tax implications. For more information...
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TFSA Quick Tips 2026

 January 22, 2026 |Charles W. Cullen III
As the beginning of the year, we always take the time to review clients Tax Free Savings Account (TFSA) to ensure they understand how they work and also to make sure they are maximizing their contribution room. For more information, please reach out....
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Prescribed Rate Loan Annual Interest Payments Due by January 30th

 January 15, 2026 |Charles W. Cullen III
To ensure that the prescribed rate loan you made to a spouse, or a family trust, continues to meet the requirements to split income, the required annual interest payment must be made to you by January 30 of the following year. For information on how to...
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Early 2026 Tax tips

 January 08, 2026 |Charles W. Cullen III
For many, the end of the year puts a greater focus on tax planning. However, there are some areas of tax planning that often get overlooked, and may only be made available early in the new year. For a few examples, click the link. For more information...
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Charitable Donation of Securities

 December 11, 2025 |Charles W. Cullen III
For those who are charitably inclined, making your charitable donation using appreciated securities rather than cash is worth exploring. This article discusses the potential tax benefits and strategies that many of our clients use, especially before year...
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2025 Year End Tax Planning for Business Owners

 December 04, 2025 |Charles W. Cullen III
As your corporation’s year-end approaches, taking some time to review your corporate financial affairs and implement some tax planning strategies may yield significant tax savings. To ensure you leave no stone unturned, here’s a summary of some common...
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The RRSP/RRIF Meltdown Strategy

 November 27, 2025 |Charles W. Cullen III
The RRSP/RRIF meltdown strategy may be a tax-efficient way to replace some of your excess registered assets with non-registered assets using an investment loan. This article describes the meltdown strategy and highlights some of the potential issues you...
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2025 Year End Tax Planning for Individuals

 November 20, 2025 |Charles W. Cullen III
As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To help ensure you leave no stone unturned, here's a summary of some common year-end tax planning strategies. Click Here
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Taxation of a Tax-Free Savings Account (TFSA) for U.S. Persons

 November 13, 2025 |Charles W. Cullen III
A TFSA is a flexible savings vehicle where investment income earned (and growth) in the account is tax-free for Canadian tax purposes. However, U.S. persons who hold a TFSA may be subject to additional tax and filing requirements. Therefore, it’s important...
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2025 Federal Budget

 November 06, 2025 |Charles W. Cullen III
The anticipate budget release finally came this week. The following is a summary of the most significant tax and wealth planning measures proposed in the budget. To review the impact on you and your situation, please reach out. Click Here
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