The TaxLetter

The TaxLetter: July 12

  • Vol. 40, No. 7, July 2022

  • Triggering Losses: Tax-loss selling
  • A must do: Cottage plans
  • Investing: Attention DIY Investors

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The TaxLetter: June 13

  • Vol. 40, No. 6, June 2022

  • RESPs:More Than a Tax Advantage
  • Estate Planning:Preserve your wealth
  • A One-Two Punch: Inflation and a Weak Stock Market

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The TaxLetter: May 17

  • Vol. 40, No. 5, May 2022

  • Federal Budget 2022: Unpacking the Personal
  • Blended Charitable Gifts: More Than Generous
  • Talking It Over With Your Parents

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The TaxLetter: April 12

  • Vol. 40, No. 4, April 2022

  • Filing Your Return: What You Must Know
  • Eat your cake and…donate it too!
  • Small Business Owners: Need to Know

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The TaxLetter: March 14

  • Vol. 40, No. 3, March 2022

  • (Not so) New Trust Reporting Rules
  • What is a… Smooth Wealth Cascade?
  • About Your 2021 Tax Return

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The TaxLetter: February 14

  • Vol. 40, No. 2, February 2022

  • The Right Investments: RRSPs?
  • Estate Planning: The “Intentional Philanthropist”
  • 2021 Financial Clean-up and 2022 Tune-up

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The TaxLetter: January 17

  • Vol. 40, No. 1, January 2022

  • Fall Economic Statement: The Highlights
  • Cash-Value Life Insurance: What’s In It For You?
  • Tax Changes For 2022 – Federal Tax Bracket Rates for 2022
  • Advice for Entrepreneurs

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The TaxLetter: December 13

  • Vol. 39, No. 12, December 2021

  • Tax Planning : Tips For Saving
  • Hold Estate Taxes: Flow Your Wealth
  • All About Tax-Loss Selling

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The TaxLetter: November 08

  • Vol. 39, No. 11, November 2021

  • Tax Losses: Understand Before You Claim
  • Your total financial picture: Use a wide-angle lens
  • The Right Executor

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The TaxLetter: October 15

  • Vol. 39, No. 10, October 2021

  • Residency, Canada or U.S.?
  • There’s A Will, There’s A Way
  • A Helpful Glossary: Term and Permanent Life Insurance

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The TaxLetter: September 15

  • Vol. 39, No. 9, September 2021

  • Turning your investments into cash: The downside
  • The Accidental Philanthropists™? Five UsefulExamples
  • Your shareholders: Family Trust or Holding Company?

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The TaxLetter: August 11

  • Vol. 39, No. 8, August 2021

  • The Missing Link in Succession Planning: The Family Constitution
  • Planning in the Age of Covid:Life Insurance Can Be A Big Help
  • Are Accountants Really Boring?

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The TaxLetter: July 13

  • Vol. 39, No. 7, July 2021

  • Winding up of a Family Trust, Carefully, now
  • Stop Waiting, Start Planning Today! No will, bad news
  • How do you define success?

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The TaxLetter: June 15

  • Vol. 39, No. 6, June 2021

  • Cottage Life, Caveat Venditor
  • From Success to Significance
  • My Kids Will Never Fight Over My Estate

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The TaxLetter: May 17

  • Vol. 39, No. 5, May  2021

  • 2021 Federal Budget– The Highlights
  • 8 Generous Ways to Use CPP Benefits: Message to readers
  • Solving the Sibling Wage Gap

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The TaxLetter: April 12

  • Vol. 39, No. 4, April  2021

  • The Thin Brown Envelope…Good News Or…?
  • Prescribed Rate Loan
  • Retirement: How Much Do You Really Need

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The TaxLetter: March 15

  • Vol. 39, No. 3, March  2021

  • Your 2020 Return: What’s Different?
  • Make A Family Participation Plan
  • There’s No Place Like Home

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The TaxLetter: February 15

  • Vol. 39, No. 2, February 2021

  • Planning Tips for Your Will
  • When and How Much?
  • How Much Do You Need to Retire?

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The TaxLetter: January 18

  • Vol. 39, No. 1, January 2021

  • Planning for your RRSPs, Take Full Advantage
  • What Do You Own? Audit Thyself
  • CPP: Now or later?

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The TaxLetter: December 14

  • Vol. 38, No. 12, December 2020

  • Yearly Wrap Up, Fall Tax Update
  • Must Do’s, 2021 Resolutions
  • Covid and the Stock Market – Tips for Selling

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The TaxLetter: November 09

  • Vol. 38, No. 11, November 2020

  • Almost Year End Planning, Owners and Employees
  • Permanent Tax-Exempt Insurance, Four Reasons To Buy Now
  • Estate Planning, To Freeze or Not

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The TaxLetter: October 13

  • Vol. 38, No. 10, October 2020

  • 2020 Fall Tax Update, Where Are We Now?
  • Private Company Shares, Generous Tax Savings
  • Leaving it to the Grand kids

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The TaxLetter: September 11

  • Vol. 38, No. 9, September 2020

  • COVID Edition, Back to School Tax Tips
  • The Family Cottage
  • Estate Planning, A Reality Check

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The TaxLetter: August 10

  • Vol. 38, No. 8, August 2020

  • Principal Residence Exemption, Your Second Home
  • Make A To Do List Part 2 of 2
  • The Summer Cottage – Caveat Venditor (seller beware)

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The TaxLetter: July 14

  • Vol. 38, No. 7, Juye 2020

  • The 1% is back
  • Make A To Do List
  • Working from Home – Get Me Out of Here!

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The TaxLetter: June 08

  • Vol. 38, No. 6, June 2020

  • Covid Tax Tips
  • Tax Increases Ahead, Protect Yourself Now
  • Estate Planning: The Financial Ins and Outs of Blended Families
  • COVID 19 and the CRA

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The TaxLetter: May 11

  • Vol. 38, No. 5, May 2020

  • Money Saving Filing Tips
  • Estate Planning: 6 Strategies
  • Update on TOSI: Questions Answered

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The TaxLetter: April 13

  • Vol. 38, No. 4, April 2020

  • Taxes…In the Time of Corona
  • COVID, This Too Shall Pass
  • COVID-19: Retirement. And the Small Business Owners

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The TaxLetter: March 10

  • Vol. 38, No. 3, March 2020

  • Filing Tips
  • Do Good. Do Well.
  • The Ins and Outs of Registered Retirement Income Funds

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The TaxLetter: February 14

  • Vol. 38, No. 2, February 2020

  • Refreeze your business
  • No Limit TFSA
  • Alzheimer’s in the Digital World

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The TaxLetter: January 16

  • Vol. 38, No. 1, January 2020

  • Funding your RRSP
  • Thinking forward
  • Beware — The Sibling Estate Fight

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The TaxLetter: December 16

  • Vol. 37, No. 12, December 2019

  • Giving a Gift, It’s Not Easy
  • Revisit Your Plan
  • The Final Return

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The TaxLetter: November 12

  • Vol. 37, No. 11, November 2019

  • Tax Losses & Your Investments, Hold or Fold?
  • Keep Your Money
  • The Unwanted Conversation

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The TaxLetter: October 15

  • Vol. 37, No. 10, October 2019

  • Estate Freezes, Why They Still Matter
  • Preserve Your Wealth Use Virtual Real Estate
  • Estate Planning: Spending and Saving
  • Home-Office Expense Deduction

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The TaxLetter: September 16

  • Vol. 37, No. 9, September 2019

  • Q4 Tax Planning Tips
  • RESPs: Free Money for Higher Learning
  • Family Dynamics and Estate Planning – Handle with Care
  • The CRA is fair

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The TaxLetter: August 12

  • Vol. 37, No. 8, August 2019

  • Retiring Allowances, What to Do?
  • Charitable Gift Annuities, A Gift That Gives Back
  • Choose your executor thoughtfully

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The TaxLetter: July 15

  • Vol. 37, No. 7, July 2019

  • The Vacation Home: Pitfalls
  • Life Insurance Options: Borrow, Rent, Buy
  • Principles of Winning Investing

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The TaxLetter: June 14

  • Vol. 37, No. 6, June 2019

  • Love and Taxes Can Go Together
  • Family-Owned Business Challenge & Opportunity
  • Should I commute my pension

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The TaxLetter: May 15

  • Vol. 37, No. 5, May 2019

  • Tax 101
  • Long Term Care Insurance
  • Wealth planning lessons from financial advisors

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The TaxLetter: April 15

  • Vol. 37, No. 4, April 2019

  • No stress
  • Planning Calendar
  • Is a Corporate Executor the Right Choice?

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The TaxLetter: March 12

  • Vol. 37, No. 3, March 2019

  • Careful, now
  • Planning Calendar
  • Is a Corporate Executor the Right Choice?

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The TaxLetter: February 11

  • Vol. 37, No. 2, February 2019

  • Key Dates
  • Plan to Prosper
  • Money and Advice: Are You Selfish

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The TaxLetter: January 15

  • Vol. 37, No. 1, January 2019

  • Immediate benefits
  • Improve your own finances
  • Money and Advice: Are You Selfish

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The TaxLetter: December 17

  • Vol. 36, No. 12, December 2018

  • Tax Traps For Family Owned Businesses
  • Estate Planning: Get Proactive
  • Reporting Capital Gains and Capital Losses

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The TaxLetter: November 13

  • Vol. 36, No. 11, November 2018

  • Crystallizing those Losses
  • Get Organized Now
  • A Charitable Donation

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The TaxLetter: October 16

  • Vol. 36, No. 10, October 2018

  • Trusts, New Requirements
  • Estate Planning: Romance meets Reality
  • Questions and Vacations
  • Estate Planning Tips

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The TaxLetter: September 18

  • Vol. 36, No. 9, September 2018

  • Moving House? The upside
  • Estate Planning: Hidden Treasures
  • Questions and Vacations
  • Estate Planning for Everyman

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The TaxLetter: August 15

  • Vol. 36, No. 8, August 2018

  • Voluntary Disclosure
  • Estate Planning: Never Too Soon
  • Legacy Stocks: To Sell or Not ?
  • You’re being reviewed. What happens now?

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The TaxLetter: July 16

  • Vol. 36, No. 7, July 2018

  • Tips & Traps
  • Unique Protection
  • A Big Taboo: Asking the Family For Money

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The TaxLetter: June 13

  • Vol. 36, No. 6, June 2018

  • Discretionary Trusts 102: Proper Administration
  • You Sold Your Business. Now what?
  • Exemptions and No Exemptions
  • Selling your business

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The TaxLetter: May 16

  • Vol. 36, No. 5, May 2018

  • Discretionary Family Trusts: The Basics
  • Corporate – Owned Life Insurance: Liberate your Profits Tax-Free
  • CRA Audits and Other Pleasurable Experiences

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The TaxLetter: April 17

  • Vol. 36, No. 4, April 2018

  • The 2018 Budget: A Round Up
  • Protect your Future
  • Be tax efficient, Don’t duplicate investments
  • Seniors’ Credits and Benefits

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