by Jonah Ravel B.A., F.Pl., CFP® (Canada), CFP® (US) | Jul 31, 2017 | Tax Planning
Canadian business owners might have holding companies as part of their corporate structure for several good reasons. These reasons include tax deferral, both on profits from active business income and as part of a tax deferral strategy after selling an operating...
by Jeremy Voisin B. Comm., F .Pl. | Jun 29, 2017 | Tax Planning
Many Canadians dream about owning a property in the US for retirement or investment purposes or simply to escape winter. Regardless of the reason for owning US property, Canadians need to be aware of the rules and tax issues they are subject to when renting or selling...
by Sherry Zheng CPA (Delaware), MTax | May 30, 2017 | Tax Planning
Canada Revenue Agency’s prescribed interest rate for the third quarter is now available; the rate is still historically low at 1%. This is good news – a prescribed interest rate loan has long been an extremely efficient income-splitting vehicle. We will use an example...
by Matt Altro | Apr 4, 2017 | Health Coverage & Insurance, Immigration, Tax Planning
Spring is upon us, and I thought it would be a good time to briefly check in on the latest updates from the Trump presidency that could potentially affect Canadians planning to move to the US or Americans planning to move to Canada. This blog is the second of a series...
by Bram C. Lucht, B. Comm., F.Pl. | Mar 8, 2017 | Immigration, Tax Planning
As we battle the end of winter, spring may be right around the corner, but it’s tax season that’s captured the attention of many Canadians. A Liberal Party victory in early 2016 not only brought new leadership to Canada, but several federal tax changes as well. These...
by Jeremy Voisin & Matt C. Altro | Jan 31, 2017 | Retirement Planning, Tax Planning
Making the decision to move to the U.S. always invokes planning questions for many Canadians. Taxes, ties with Canada, legal aspects or even investments are important matters when crossing the border, and Registered Retirement Savings Plans (RRSP) are no exception to...
