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

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

Smart tax planning for a family business

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

Tax planning for business succession

Developing an effective tax planning strategy for selling or transferring your business is not so simple. Potential successors or acquirers may be family members, non-family management or outside third party   Read More

Post-budget tax planning strategies for 2016

The Liberal government’s 2016 federal budget was built around the theme of “growing the middle class”. Samantha Prasad, a tax partner with the Toronto-based law firm Minden Gross LLP, takes   Read More

Get more bang for your buck with an IFA

Mark Halpern, a Markham, Ont.-based certified financial planner and trust and estate practitioner, is a regular contributor to The TaxLetter. He says investment and tax planning strategies like the immediate   Read More

Tax planning for a vacation home

If you are in the market for a cottage, cabin, camp, chalet, shack or whatever you may call a second or vacation home in your part of this Great White   Read More