happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

Jun 03, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

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Podcast: Planning for capital losses with tax-loss selling

May 08, 2020 |Tony Maiorino and Allison Marshall

“Within tax planning, two main aspects are minimizing taxable gains and finding ways to effectively manage losses. It’s here that the strategy of tax-loss selling may be beneficial.”

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Prescribed rate loan planning

Prescribed rate loan planning

Apr 28, 2020 |RBC Wealth Management Services

“For some families, there may be opportunities to reduce taxes by setting up a prescribed rate loan.”

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Canadian Vacation Property Sucession Planning

Oct 29, 2018 |William Vastis
Vacation properties go by many names: cottage, chalet, camp, cabin or secondary home. Regardless of what they call it, many Canadians receive great personal enjoyment from their vacation property. Some owners feel it is important to keep the vacation...
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Donation of employee stock options

Oct 08, 2018 |William Vastis
As an employee, you may have been granted stock options by your employer. Generally, there are no tax implications when the stock options are first granted to you. However, when you decide to exercise the options, you will realize a security options benefit...
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Taxation of business income in a corporation

Sep 17, 2018 |William Vastis
Today we continue with our series of articles that explains how different types of income are taxed in a corporation and explore some of the key issues to consider when you have surplus cash in your corporation. The purpose of this article is to review...
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Charitable Donations Through Your Corporation

Sep 03, 2018 |William Vastis
If you are a business owner you can potentially benefit from additional tax efficiency strategies. To encourage charitable giving, the government provides a corporation with a tax deduction when the corporation makes a donation to a registered charity...
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Tax Planning Checklist for Students

Aug 27, 2018 |William Vastis
If you are a student or are considering a return to school, you may wish to take advantage of all the tax credits and deductions available to you as a student. This checklist provides a useful quick reference for the most common federal tax credits, deductions...
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Moving to Canada

Jul 17, 2018 |William Vastis
Are you a newcomer to Canada, or have you ever had an extended time away and thinking of moving back? If either of these describe your current situation, check out the article below that has an overview of the Canadian tax system and planning strategies...
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