Click here to download pdf. Canadians purchase real estate in the United States for many reasons. Whatever the reason, Canadians should be aware of the
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Download our province and territory-specific 2024 Personal Tax Planning Cards below. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card New
Click here to download pdf. This article covers some key considerations for business owners looking to transition their business to the next generation. It addresses:
When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, clients should address the following questions:
Throughout history people have made inheritance choices that are inexplicable to others. In 1926, Harry Houdini left his magical equipment to his brother, his pulled-fromthe-hat rabbits to the children of friends, and a series of random words to his wife. The words were a code that would let her know when he was in touch from the afterlife.
While that’s young in people years, it’s ancient in bull market terms. Since World War II, the longest bull market in U.S. stocks lasted for almost nine-and-a-half years. The shortest sputtered out after just 13 months. On average, bull markets last for slightly less than five years, according to Fortune.
Here’s a number most people would like to see on an annual statement: 21.6 percent. That was the annual return for the Standard & Poor (S&P) 500 Index during 2017. In general, U.S. stock indices did quite well last year – and the year before, too. For instance, the S&P 500 Index was up 11.8 percent in 2016.
This guide is for individuals who have opened or who are considering opening a tax-free savings account (TFSA). It provides general information on this investment opportunity such as who is eligible to open a TFSA, what
the contribution limits are, possible tax situations, non-resident implications, transfers on marriage or relationship breakdown, what happens when a TFSA holder dies, and various other topics. For more information on the TFSA, go to canada.ca/tfsa.
How Do You Make Money in Stocks? Have you ever watched Family Feud? Perhaps you were a child when Richard Dawson hosted the game show or maybe you enjoy the current version. No matter, take a moment and:
Use this guide if you want information about the registered education savings plans. This guide has information which is not in the General Income Tax and Benefit package and which you may need to fill out your income tax and benefit return.
Understanding your risk tolerance is complex, and the standard questionnaire provided by financial planners may not capture an accurate picture. One reason is they sometimes combine different aspects of the risk profile that should be assessed separately. Words such as “tolerance” and “capacity” are often used interchangeably. In fact, they are quite different.
This income tax package provides the basic information you need to get ready, complete and file your paper Income Tax
and Benefit Return. Use this information along with the instructions on the return and schedules. It tells you what types
of income you must report and which deductions and credits you can claim to help you figure out if you owe tax or if you
will get a refund. Even if you had no income in the year, you have to file a return to get the benefits, credits, and refund you
are entitled to.
The most under-appreciated fact about a unicorn company going public today might just be its age.
While there are many key factors to consider in evaluating any investment, age can reveal a lot about
a unicorn — and, mostly these days, this metric is flashing a yellow light to which investors should pay
close attention.
The words ‘bear market’ have been bandied about a lot lately. When you read or hear
them, remember to respond the same way you would if you saw an actual bear in the
woods – by staying calm and keeping your wits about you. A changing bond market
environment creates challenges for investors and financial advisors, but it also creates
opportunities.
