Tax Strategies

Beware of tainting GRE status

Warn executors about paying for estate expenses out of pocket

By Catherine Hung |January 17, 2024

4 min read

Tax Strategies

Tough markets provide tax-loss harvesting opportunity

More than half of the S&P/TSX Composite had negative price returns as of mid-November, report says

By Melissa Shin |November 24, 2023

2 min read

Tax Strategies

Family businesses aim to accelerate succession: KPMG

Numerous changes, including tax rules, add pressure to Canadian enterprises

By Michelle Schriver |November 23, 2023

2 min read

Tax Strategies

Year-end tax planning for 2023

Golombek on tax-loss selling, charitable giving and managing the new AMT

By Maddie Johnson |November 6, 2023

3 min read

Tax Strategies

The right way to draw income in retirement

Tuesday, November 28, 2023 at 1:00 PM ET

This virtual roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.