Tax Planning

9 generous ways to use CPP benefits

“There are no limits to the majestic future which lies before the mighty expanse of Canada with its virile, aspiring, cultured, and generous-hearted people.” Winston Churchill

Mark Halpern, a regular TaxLetter   Read More

Keeping it all in the family

To avoid anger, bickering and distrust during transition of a family business, WEALTHinsurance.com’s Mark Halpern advises a documented succession plan.
Planning for high-net worth family businesses is so important. If only   Read More

How much will I need to retire?

Mark Goodfield (aka The Blunt Bean Counter) takes a look at the popular rule-of-thumb “four per cent rule”.

The pandemic has brought retirement savings front and centre for far too many   Read More

Giving to the grandchildren

Gift-giving season prompts Mark Goodfield (aka The Blunt Bean Counter) to look at some tax and other considerations regarding gifts to grandchildren.

Many grandparents ask me about the tax and practical   Read More

Profiting from tax-loss selling

5iResearch analyst Moez Mahraz stresses any benefit from tax-loss selling is of secondary importance to the long-term benefit of investing in quality stocks in the first place.
As we approach the   Read More

Q4 tax planning tips

Toronto-based tax lawyer Samantha Prasad LL.B. suggests ways that both employees and business owners can ensure their 2019 taxes are kept to a minimum.

The end of the year is in   Read More

RESPs: Free dollars for scholars

Registered Education Savings Plans were first introduced in 1974. The program encourages Canadians to save more towards the post-secondary education of their children.
By Mark Halpern, CFP, TEP

It’s that time of   Read More

Saving for retirement in Canada

RRSPs, RRIFs, TFSAs, PPPs, critical illness insurance, long-term care insurance, high-limit disability insurance, life insurance, joint-and-last-to-die insurance, charitable donations at death—no wonder we get so tired as we get older!   Read More

2018 year-end tax planning

Now is a good time to consider the various ways you might be able to minimize your 2018 taxes—before the onslaught of the holiday season becomes uppermost on your mind.   Read More