Tax Strategies

Employee ownership trusts take shape Employee ownership trusts take shape

Tax Strategies

Employee ownership trusts take shape

Federal government passed new rules and incentives for EOTs in June

By Ian Bickis, Canadian Press |July 12, 2024

4 min read

2 ways for mutual funds to handle higher capital gains inclusion rate 2 ways for mutual funds to handle higher capital gains inclusion rate

Tax Strategies

2 ways for mutual funds to handle higher capital gains inclusion rate

Funds can choose the option more favourable to fund holders — though detailed calculation comes with challenges

By Melissa Shin |June 28, 2024

4 min read

FHSA carryforward rules: everything you need to know FHSA carryforward rules: everything you need to know

Tax Strategies

FHSA carryforward rules: everything you need to know

RRSPs and TFSAs have different rules, which can be confusing

By Rudy Mezzetta |June 28, 2024

5 min read

Capital gains reserve more beneficial after inclusion rate hike Capital gains reserve more beneficial after inclusion rate hike

Tax Strategies

Capital gains reserve more beneficial after inclusion rate hike

Clients may be able to use the $250,000 threshold over multiple years

By Rudy Mezzetta |June 19, 2024

5 min read