The ATB Wealth Charitable Donation Cost Guide
What does my charitable donation actually cost?
Develop a tax strategy that complements your larger financial plan.
A developed tax strategy can have a significant impact on your income and growth, during working years and in retirement.
Understanding your personal taxes in Alberta
An overview of how to calculate your personal tax rate, including basic tax concepts and how the amount of tax you pay is determined.
Navigating the new realities of alternative minimum tax
Learn about the changes to the alternative minimum tax (AMT) implemented in 2024 and the potential impacts for certain high income-earning individuals.
Alberta provincial budget 2026: tax and benefit highlights
Explore the 2026 Alberta budget tax highlights: new caregiver tax credits, lower income thresholds for seniors' financial aid, and more.
4 tips for tax filing season
Here are 4 solid tips to get you on your way to tackle tax season with confidence.
Naming your partner as the beneficiary of your RRSP or RRIF
Understand the methods available to pass the value of your RRSP or RRIF account to your partner and what to do in the event of a relationship breakdown.
Naming children or grandchildren as your RRSP or RRIF beneficiaries
Understanding the impact of designating children or grandchildren as beneficiaries and the taxation on your RRSP or RRIF account on your death is essential.
Taxes for Canadians at the time of death
Death and taxes for Canadians. What you need to know to prepare for the tax consequences after you die and the exceptions to the rules for spouses and trusts.
Reporting home office expenses on your personal tax return
Learn about the changes to the home office expense deduction for your personal tax return.
Four tax and financial planning to-dos before the end of 2025
Set yourself up for success in 2026 by taking action on these important tax deadlines in 2025.
'Tis the season for charitable giving
Considering a charitable gift before year-end? Learn more about the tax advantages and how this can reduce the after-tax cost of your donation.
Canada Strong Budget 2025: Tax and benefit highlights
Explore highlights from Budget 2025 including new personal tax credits and corporate tax changes.
How to lower your family tax bill using prescribed rate loans
With the prescribed rate dropping to 3% as of July 1, 2025, find out how to use a prescribed rate loan as an income-splitting strategy to reduce the family tax bill.
Alberta provincial budget: 2025 personal income tax savings announced
Beginning in 2025, individual taxpayers may save up to $750 per year as a result of the new tax bracket announced in the Alberta provincial budget.
Selling US real estate: tax implications for Canadians
If you’re thinking about selling your US property, make sure you understand the tax implications of selling—on both sides of the border.
Tax considerations for rental and investment properties
Do you own or are you considering the purchase of a rental property? Learn about some common tax considerations for rental and investment properties.
Using estate freeze planning as a tax deferral strategy
Estate freeze planning is a popular strategy when it comes to tax deferral. Learn more about the benefits and risks that come with this type of approach.
Navigating the new trust reporting rules
Under the new tax rules, most trusts will now be required to file an annual T3 return. Make sure you understand your filing obligations to avoid penalties.
Income splitting? Know the TOSI rules first
Income splitting can be a valuable tax strategy for business owners, but it’s important to know the tax on split income (TOSI) rules and the exceptions.
The simple way to reduce tax in a market downturn
Tax-loss selling can be a solution for investors who want to reduce their tax burden. Learn more about this strategy and if it might be the right one for you.
Understanding adjusted cost base, and calculating your capital gains
Multiple investments and transactions? You’ll need to know how to determine your adjusted cost base - we explain how.
Principal residence exemption
Learn about the CRA’s principal residence exemption for Canadians and what types of properties qualify as well as when to use this exemption to your advantage.
What is the Foreign Account Tax Compliance Act (FATCA)?
The Foreign Account Tax Compliance Act is an American law that aims to prevent US taxpayers from using accounts held outside the US to evade American taxes
What is Common Reporting Standard (CRS)?
Common reporting standard, or CRS, is an international organization aimed at preventing tax evasion.
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