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...

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...

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...