Tax Planning

Your Financial to-do list Read Article
Income splitting checklist Read Article
Tax planning basics Read Article
Tax planning calendar Read Article
Financial planning strategies for seniors Read Article
What to do with your tax refund Read Article
The Pension Income Tax Credit Read Article
Pension income splitting Read Article
The spousal loan strategy Read Article
Handy financial planning facts Read Article
Planning strategies for couples Read Article
Registered disability savings plan (RDSP) Read Article
Tax planning for persons with disabilities Read Article
Claiming losses on worthless securities Read Article
Capital losses and tax loss selling Read Article
Transferring capital losses to your spouse Read Article

Joint Accounts 

Joint Ownership Accounts
Joint Account With Gift of Beneficial Right of Survivorship (JGBRS)
 

 

Non-Individual Accounts

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Corporate Accounts

Business owners borrowing to invest Read Article
Income splitting through private corporations Read Article
Update on private company tax proposals Read Article
Incorporate or not? Read Article
Professional corporations Read Article
Business structures Read Article
Investment holding companies Read Article
2023 combined corporate and personal tax rates (effective from January to December 2023) Read Article
2023 corporate, integrated and personal tax rates on active business income Read Article
Transferring securities in a loss position to and from your corporation Read Article

Estate Accounts

Five key questions in estate planning and wealth transfer - Special Report Read Article
Non-resident executors (liquidators in Quebec) Read Article
Estate planning for blended families Read Article
Multiple Wills Read Article
When should you review your Will and estate plan Read Article
Succession planning for your Canadian vacation property (formerly "Canadian vacation property succession planning") Read Article
Estate planning for beneficiaries with disabilities Read Article
Power of Attorney for Financial and Property matters - Common-law Provinces only Read Article
Estate planning for your TFSA Read Article
Optional returns for a deceased individual Read Article
Income taxes at death Read Article

Trust Accounts

Testamentary trusts - A reason to consider amending your Will Read Article
Testamentary trusts for residents of Quebec Read Article
Living/family trusts Read Article
Henson trusts Read Article
Testamentary spousal trusts Read Article
Alter ego and joint partner trusts Read Article
Trust reporting requirements Read Article
Insurance trusts for estate planning (formerly "Testamentary insurance trusts for estate planning") Read Article
Using a family trust for a prescribed rate loan Read Article
Trustee investment powers Read Article

 

Registered Accounts

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RESP (Registered Education Savings Plan)

Establishing a registered education savings plan (RESP) Read Article
Withdrawing from a registered education savings plan (RESP) Read Article
Tax planning checklist for students Read Article

 

TFSA (Tax-Free Savings Account)

Strategies to incorporate the TFSA into your financial plan Read Article
Tax-Free Savings Account Read Article

 

RRSP (Registered Retirement Savings Plan)

Registered retirement savings plans (RRSP) Read Article
In-kind RRSP contributions Read Article
RRSP Over-contributions Read Article
Home buyers' plan Read Article
Borrowing to contribute to your RRSP (formerly "RRSP loans") Read Article
Create RRSP contribution room for a minor Read Article
To invest in an RRSP or not Read Article
Registered retirement savings plan (RRSP) maturity options Read Article
RRSP deduction limit statement Read Article
RRSP strategies at age 71 Read Article
Holding your home mortgage in a RRSP Read Article

RRIF (Registered Retirement Income Fund)

RRIF payments and withdrawals Read Article
RRIF minimums (Appendix) Read Article

RRSP & RRIF Articles

The RRSP/RRIF meltdown strategy Read Article
Ten strategies to pay less tax in retirement Read Article
Lifelong Learning Plan Read Article
Spousal RRSP and RRIF (formerly "Spousal RRSPs) Read Article
Estate planning for your RRSP/RRIF Read Article

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