Good Advice

Tax and Protection

One of the only certainties in life.

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.

Tax considerations for snowbirds

Before heading south this winter, make sure you know the potential implications that come with an extended stay in the US, owning US property, and the US estate tax.

2023 federal budget: rules for 2024 impacting business succession planning

Information for business owners considering the sale of their business to either their children, nieces/nephews or employees.

Residential property owners may receive relief from tax filing obligation

File your 2022 Underused Housing Tax return by April 30, 2024, to avoid interest and penalties.

New tax rules for high net worth individuals

Learn about the changes to the Alternative Minimum Tax (AMT) coming in 2024 and the potential impacts for high income-earning individuals. 

2023 federal budget: tax and benefit highlights for individuals

Learn more about changes proposed for RESPs and RDSPs as well as tax and benefit announcements that may impact you.

Home office expenses and your 2022 personal tax return

Information about how working from home in 2022 could impact your 2022 personal tax return.

Why your 2022 provincial tax refund may be higher than expected

Alberta’s 2022 provincial tax brackets have been re-indexed to inflation. Find out how indexation and other personal income tax changes for 2023 impact you.

4 tips for tax filing season

Here are 4 solid tips to get you on your way to tackle tax season with confidence.

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.

Five tax and investment planning tips for 2022 year-end

Make sure you’re taking advantage of year-end planning opportunities including charitable donations, registered account contributions and tax-loss selling.

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.

'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.

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.

2022 federal budget: housing a focus in new tax and benefit changes

2022 federal budget announcements including the Tax-Free First Home Savings Account and Multigenerational Home Renovation Tax Credit.

Immediate tax deduction for capital expenses

Tax, cash flow and financing topics to consider if your business is planning to acquire significant capital assets in the coming year.

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.

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.

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.

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.

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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