Tax and Estate Planning

Tax & Estate planning Year-end tax planning

Tax & Estate planning Planning strategies for Registered Retirement Income Funds (RRIFs)

How to get the most out of your RRIF and save on taxes.

Tax & Estate planning RESP succession planning

RESP succession planning is commonly overlooked. It is important that an RESP subscriber plan ahead to ensure the RESP beneficiary is taken care of in the event of the subscriber’s death. This article will discuss options available for RESP succession planning.

Tax & Estate planning Demystifying RESP drawdowns for educational purposes

Strategically manage RESP withdrawals to optimize the tax benefits of RESPs.

Tax & Estate planning Caring for your aging parents

A review of various age-related challenges including a review of general tax and estate planning considerations.

Tax & Estate planning RESP withdrawals: Basic rules and strategic considerations

Learn about the fundamentals of RESPs and explore the various ways to withdraw funds from an RESP to support a student’s education or for non-educational purposes.

Tax & Estate planning New trust reporting rules and implications for in-trust-for (ITF) accounts

Learn about the new tax filing requirements for ITF accounts and bare trusts, including expanded reporting obligations and exemptions.

Tax & Estate planning All about the Passive Foreign Income Corporation (PFIC) Rules

The Tax and Estate team discusses the PFIC rules as they apply to U.S. residents holding foreign securities, including Canadian-domiciled mutual funds and exchange-traded funds.

Tax & Estate planning Federal Budget 2024 – What you need to know

A summary of some key measures from Federal Budget 2024, tabled on April 16, 2024.