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Monday, June 5, 2023

Farewell and Best of Luck with Your Financial Affairs

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It is with mixed feelings that I write this post. It will be my last one. I have written this blog for fourteen years starting with my firs...
45 comments:
Monday, May 22, 2023

What Income Tax Rate(s) Should You Use in Estimating Your Estate Tax Liability?

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In my last blog post , I discussed that for tax and estate planning purposes, you should estimate your current estate tax liability and then...
1 comment:
Monday, May 8, 2023

Your Tax Liability on Death – Planning on how Your Estate will Best Cover the Taxes Owing

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Since retiring from public accounting, I am working part-time as a Tax and Estate Consultant for a Wealth Management (“WM”) firm and as a Qu...
1 comment:
Monday, April 17, 2023

The Importance of Tracking Your Adjusted Cost Base from an Inheritance

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From an income tax perspective (I am obviously ignoring the emotional issues) receiving an inheritance provides two tax related benefits. Th...
Monday, April 3, 2023

The 2023 Federal Budget

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Before I started reading through the federal budget report tabled on March 28th by Deputy Prime Minister and Minister of Finance, Chrystia F...
Monday, March 20, 2023

Ensuring you Maximize your 2022 Personal Tax Deductions and Tax Credits

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Unfortunately, any tax planning for your 2022 personal tax return needed to be done by December 31 st of 2022 and there is very little, if ...
1 comment:
Monday, March 6, 2023

It’s Personal Tax Time – How to Get on Your Accountant’s Good Side

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Many readers of this blog use accountants to prepare their personal income tax returns. You can take three approaches in working with your a...