The Institute™ Comment – Jul/Aug

In this edition: charitable giving of corporate-owned life insurance joint tenancy in the spotlight   The Institute™ for Advanced Financial Education is the professional organization that administers and promotes the CLU® designation in Canada. This edition of The Institute™ Comment has been provided for your review by J. Gregory Goldsworthy, […]

The Institute™ Comment – May/Jun

In this edition: prescribed interest rates charitable donations the changing face of Canada’s labour market Canada’s new caregiver credit   The Institute™ for Advanced Financial Education is the professional organization that administers and promotes the CLU® designation in Canada. This edition of The Institute™ Comment has been provided for your […]

The Institute™ Comment – Mar/Apr

In this edition: TFSAs: understanding contribution limits eight tips for saving on 2016 income taxes   The Institute™ for Advanced Financial Education is the professional organization that administers and promotes the CLU® designation in Canada. This edition of The Institute™ Comment has been provided for your review by J. Gregory […]

Tax Times, 2017, No. 4

IN THIS ISSUE: Commentary why 2017 may prove taxing if you’ve got kids Income Tax Legislation Bill C-4, An Act to amend the Canada Labour Code…etc Supreme Court Appeals Treaties Case Law Update In order to enhance accessibility of this newsletter Tax Times is provided in PDF format. Please click […]

Tax Times, 2017, No. 3

IN THIS ISSUE: New credits & new reporting requirements Eligible Educator School Supply Tax Credit Home Accessibility Tax Credit Disposition of a Principal Residence Canada Child Benefit Credits & tax measures that have been reduced or eliminated TFSA contribution limit changes Children’s Fitness Tax Credit Children’s Arts Tax Credit Family […]

The Institute™ Comment – Jan/Feb

In this edition: when contracts result in unintended tax consequences a new year: revisiting marginal and average tax rates government pension plans: benefits and contributions for 2017   The Institute™ for Advanced Financial Education is the professional organization that administers and promotes the CLU® designation in Canada. This edition of […]

Tax Times, 2016, No. 24

IN THIS ISSUE: Income Tax Legislation Recent Government Publications Supreme Court Appeals Income Tax Regulations Treaties News Releases Statement From the Honourable Diane Lebouthillier, Minister of National Revenue Minister Lebouthillier Welcomes the Recommendations in the Offshore Compliance Advisory Committee’s Report Case Law Update McCarthy Tétrault Commentary Update to Canada Tax […]

The Institute™ Comment – Nov/Dec

In this edition: important changes to Principal Residence Exemption changes to the Capital Dividend Account Canada/Quebec Pension Plan and Employment Insurance 2017   The Institute™ for Advanced Financial Education is the professional organization that administers and promotes the CLU® designation in Canada. This edition of The Institute™ Comment has been […]

Tax Times, 2016, No. 23

IN THIS ISSUE: Income Tax Legislation Supreme Court Appeals Income Tax Regulations News Releases Livestock Producers in Three Provinces Receive Tax Relief for 2016 Case Law Update McCarthy Tétrault Commentary Update to Canada Tax Service, Release 1612 TaxPartner Release Notes 2016-11 — November 2016 In order to enhance accessibility of […]

Tax Times, 2016, No. 22

IN THIS ISSUE: Commentary Recent Government Publications Supreme Court Appeals Federal Courts Rules Income Tax Regulations Treaties News Releases Cracking Down on Tax Evasion and Avoidance Case Law Update McCarthy Tétrault Commentary Update to Canada Tax Service, Release 1611 In order to enhance accessibility of this newsletter Tax Times is […]