Our tax experts address specific issues that affect advisors and their clients.
| Date | Topic | Article | |
|---|---|---|---|
| Tax features of mutual fund trusts and mutual fund corporations ̶ A detailed analysis - InfoPage | Jul. 24, 2025 | Investment Planning | Download |
| Investment Account Type Comparison (English) | Jul. 21, 2025 | Investment Planning | Download |
| The role of an executor: What you need to know | Apr. 21, 2025 | Estate Planning | Download |
| Loss carry forward - Q&A | Mar. 14, 2025 | Tax Planning | Download |
| Tax reporting guide for 2024 | Mar. 13, 2025 | Tax Planning | Download |
| In-trust accounts | Feb. 24, 2025 | Tax Planning | Download |
| Planning for family cottage | Feb. 19, 2025 | Generational Planning | Download |
| Mutual fund trusts or corporations - Making the right choice | Feb. 12, 2025 | Investment Planning | Download |
| Lifelong Learning Plans (LLP) | Jan. 15, 2025 | Generational Planning | Download |
| Systematic withdrawal options | Dec. 16, 2024 | Investment Planning | Download |
| Executor checklist | Dec. 6, 2024 | Estate Planning | Download |
| Estate Planning - Your estate record keeper | Dec. 2, 2024 | Estate Planning | Download |
| Tax & Estate InfoService Quick Reference Card | Oct. 25, 2024 | Tax Planning | Download |
| Tax planning using alter ego and joint partner trusts | Oct. 23, 2024 | Tax Planning | Download |
| Personal and corporate tax integration - 2024 | Sep. 20, 2024 | Tax Planning | Download |
| Common-law (including same-sex) partners taxation information | Aug. 21, 2024 | Tax Planning | Download |
| Disability tax and estate planning | Aug. 13, 2024 | Tax Planning | Download |
| Minor beneficiaries on registered plans | Jul. 3, 2024 | Estate Planning | Download |
| Incapacity: Planning ahead helps | Jun. 25, 2024 | Estate Planning | Download |
| U.S. Estate Tax Planning for Canadians | Apr. 9, 2024 | Estate Planning | Download |
| Structuring an effective will | Apr. 3, 2024 | Estate Planning | Download |
| Registered Retirement Income Funds (RRIFs) | Feb. 29, 2024 | Retirement Planning | Download |
| Retiring allowances | Oct. 12, 2023 | Tax Planning | Download |
| Registered education savings plan (RESP) helpful hints and strategies | Sep. 1, 2023 | Generational Planning | Download |
| Registered Education Savings Plan - Frequently asked questions | Aug. 24, 2023 | Generational Planning | Download |
| Registered Education Savings Plans (RESPs) | Aug. 24, 2023 | Generational Planning | Download |
| Registered Education Savings Plans (RESPs) - Quick Reference Card | Aug. 22, 2023 | Generational Planning | Download |
| Tax-Free Savings Account (TFSA) Q&A | Jul. 1, 2023 | Investment Planning | Download |
| Tax-Free Savings Accounts - Scenarios | Jul. 1, 2023 | Tax Planning | Download |
| Quebec Education Savings Incentive (QESI) | May 1, 2023 | Generational Planning | Download |
| Capital loss planning | Apr. 1, 2023 | Tax Planning | Download |
| Tax and Estate calendar - Important dates 2023-2025 (InfoPage) | Apr. 1, 2023 | Tax Planning | Download |
| Tax and Estate calendar - Important dates 2023-2025 (InfoCard) | Apr. 1, 2023 | Tax Planning | Download |
| Home Buyers' Plan (HBP) | Apr. 1, 2023 | Tax Planning | Download |
| Tax reporting quick reference guide for non-registered accounts | Feb. 1, 2023 | Tax Planning | Download |
| Registered Retirement Savings Plans (RRSPs) | Sep. 1, 2022 | Retirement Planning | Download |
| Bringing a foreign pension plan to Canada | Sep. 1, 2022 | Retirement Planning | Download |
| Inter vivos gifting to minimize estate costs | Jul. 1, 2022 | Estate Planning | Download |
| Death and taxes | Jul. 1, 2022 | Estate Planning | Download |
| Understanding your insurance needs | Jul. 1, 2022 | Estate Planning | Download |
| United States tax compliance issues for Canadian residents - Glossary | Jul. 1, 2022 | Investment Planning | Download |
| Pension income splitting | Jul. 1, 2022 | Retirement Planning | Download |
| Tax-free savings account (TFSA) | Jul. 1, 2022 | Tax Planning | Download |
| Making your interest tax deductible | Jul. 1, 2022 | Tax Planning | Download |
| Trusts - Tax Features and strategic management | May 1, 2022 | Generational Planning | Download |
| Trusts - Legal principles and common uses | May 1, 2022 | Generational Planning | Download |
| Probate planning to minimize estate costs | Apr. 1, 2022 | Estate Planning | Download |
| Registered Disability Savings Plans (RDSPs) | Apr. 1, 2022 | Generational Planning | Download |
| Aging and taxation - Retirement income and age-related tax issues | Apr. 1, 2022 | Retirement Planning | Download |
| Applicability of U.S. passive foreign investment company (PFIC) rules to Canadian mutual funds | Mar. 1, 2022 | Investment Planning | Download |
| To fee or not to fee - Tax is the question | Mar. 1, 2022 | Tax Planning | Download |
| Mutual funds, ETFs and foreign witholding taxes - InfoPage | Sep. 1, 2021 | Investment Planning | Download |
| Mutual funds, ETFs and foreign witholding taxes - InfoCard | Sep. 1, 2021 | Investment Planning | Download |
| Tax Efficiencies of Mutual Fund Corporations | Jul. 1, 2021 | Investment Planning | Download |
| Estate planning - 10 simple steps - Brochure | Jun. 1, 2021 | Estate Planning | Download |
| Tax features of mutual fund trusts and mutual fund corporations - InfoCard | Jun. 1, 2021 | Investment Planning | Download |
| Joint accounts | May 1, 2021 | Estate Planning | Download |
| Estate Planning: 10-step checklist | May 1, 2021 | Estate Planning | Download |
| Taking care of your children - Guardianship | May 1, 2021 | Generational Planning | Download |
| Foreign withholding taxes on ETF and mutual fund investments | May 1, 2021 | Investment Planning | Download |
| Employee stock options | May 1, 2021 | Investment Planning | Download |
| Planned charitable giving | Apr. 1, 2021 | Tax Planning | Download |
| Income-splitting opportunities and the income attribution rules that may prevent them | Apr. 1, 2020 | Tax Planning | Download |