2016 Year End Tax Tips: (PDF, 880 KB)
Tax planning should be a year-round affair. Now is a particularly good time to review your personal finances and take advantage of any tax planning opportunities that may be available to you before the December 31 deadline.
It’s 2016 – do you know what your tax rate is? (PDF, 94 KB)
Getting a better understanding of your marginal, average and effective tax rates can help you make smart tax and investment decisions.
Many Happy Returns! - Mining Your Tax Return for Extra Money This Spring (PDF, 100 KB)
Get the best value from your tax return by taking advantage of all the tax deductions and credits available to you. This report outlines some common items you may be able to claim, as well as some lesser-known government tax incentives that could put extra cash in your pocket.
2016 Federal Budget (PDF, 186 KB)
Jamie Golombek on how the 2016 federal budget may impact you.
The Great Divide: Income-splitting strategies may lower your family’s taxes (PDF, 85 KB)
Now is a great time to revisit some income-splitting strategies, both old and new.
Intaxication: Why getting a tax refund may be a sign of poor financial planning (PDF, 30 KB)
There are a number of ways to use your tax refund to your advantage or, even better, ensure that your tax refund next year is eliminated altogether and the taxes saved are used throughout the entire year to your benefit.
Tax tips for U.S. vacation property owners (PDF, 40 KB)
Jamie Golombek discusses Canadian and U.S. tax implications of owning U.S. vacation property.
Tax Treatment of Collectibles (PDF, 45 KB)
Tax tips for buying, selling and owning collectibles like artwork, stamps and antiques.
Expert tax tips for preparing your return (PDF, 82 KB)
Timely tax return advice to help you avoid common, potentially costly errors when preparing your tax return.
2015 Federal Budget (PDF, 35 KB)
Jamie Golombek on how the 2015 federal budget may impact you.
Getting the Most Out of Your RRSP (PDF, 70 KB)
An RRSP is one of the best ways to save for retirement, providing both a tax deduction for contributions and allowing you to avoid paying tax on the accumulated investment income inside the plan.
The RRSP, the TFSA and the Mortgage (PDF, 300 KB)
Making the best choice for saving via an RRSP, TFSA or debt repayment
Bye-bye Bonus! (PDF, 650 KB)
Why small business owners should favour dividends over a bonus.
Blinded by the Refund (PDF, 115 KB)
Why TFSAs may beat RRSPs as better retirement savings vehicles for some Canadians.
Planning with RDSPs (PDF, 100 KB)
People with disabilities and their families have an important tool in their planning toolkit: the Registered Disability Savings Plan (RDSP).