Author: The TaxLetter

The TaxLetter

The TaxLetter, published every month, shows Canadian investors the ins and outs of personal and small business tax planning.

The TaxLetter keeps subscribers up to date on Canada’s constantly changing tax laws and points out simple ways to cut taxes. With this unique publication, investors learn how to increase after-tax returns by using government regulations to maximum effect.

The TaxLetter is put together by a team of leading tax experts. These experts have served as tax advisers to some of Canada’s largest corporations and wealthiest investors. Through them, The TaxLetter draws on a wide network of tax professionals in order to offer Canadian investors the best in-depth expertise on specific ways to save including tax-saving investment strategies.

Article Index

Tax rule changes make for ‘Cruel Summer’

“It’s a cruel, (cruel), cruel summer/Leaving me here on my own/It’s a cruel, (it’s a cruel), cruel summer/Now you’re gone”. British pop artists Bananarama weren’t singing about Canadians’ 2017 proposed   Read More

Financial planning for common law couples

According to, 67 per cent of Canadian weddings occur between June and September. They offer no statistics for common-law or non-traditional unions but financial, trust and estate planner Mark   Read More

11 ways to reduce your next tax bill

There are many reasons to liquidate your investments. But before seeking the safety of cash and low-risk income investments, you must consider the potential tax implications. Toronto-based Minden Gross tax   Read More

Estate planning is an ongoing process

Columnist Mark Halpern recently gave readers of The TaxLetter seven defensive strategies to consider in the ongoing process of estate planning. But he also urged readers whose wills and estate   Read More

12 eligible investments for a self-directed RRSP

So you’re a hands-on investor and you want to decide for yourself which investments go into your self-directed Registered Retirement Savings Plan. TaxLetter contributing editor Samantha Prasad, a tax partner   Read More

20 Canadian tax filing tips for 2017

Canadian tax filing deadline may be closer than it appears if you want to take advantage of all the benefits, credits and services that the CRA has to offer. TaxLetter   Read More

Principal residence exemption rules changed

Whether you’re old enough to remember the original “Home, Sweet Home” or your generational instincts are more attuned to Mötley Crüe’s 1985 power ballad of the same name (or Carrie   Read More

USA constitution born in Canada??

Election day in the United States of America is almost here. As compelling to observe as it may be for those of us on the northern side of the border,   Read More

Death and taxes—what you must know

Benjamin Franklin wasn’t first, but perhaps most famously lamented that: “In this world nothing can be said to be certain, except death and taxes.” Mark Halpern, a Certified Financial Planner,   Read More

Tax traps in winding up a family trust

Samantha Prasad is a tax partner at the Toronto-based law firm Minden Gross LLP and a regular contributor to The TaxLetter. Her practice focuses mainly on corporate, estate and international   Read More

Smart tax planning for a family business

Mark Halpern is a Certified Financial Planner, Trust and Estate Practitioner and regular contributor to The TaxLetter. He is an expert in succession planning for family business owners and tax   Read More