Publications

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Loaning Money From Your Corporation: A Cautionary Tale (Newsletter)

A newsletter article with information pertaining to loans from your corporation.  Issue61-Corporate.pdf Un article de bulletin contenant des informations relatives aux prêts de votre société.

A clock, stacks of coins, and a jar full of coins with the word Retirement on it sit on a surface with an un-focused leafy green background.

Newsletter: First Home Savings Accounts

This quarterly newsletter focuses on First Home Savings Accounts, and how they work.  Issue61-Personal.pdf Cette lettre d’information trimestrielle se concentre sur les comptes d’épargne-logement et

Many small pieces of paper lay in random orientations with black question marks printed on them. One piece of paper sits in the middle of the pile with the word Tax printed in red on it.

When the Taxman Has Questions About Your Return…

By the beginning of August almost every Canadian has filed his or her income tax return for the previous year and has received the Notice

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Managing Debt in a Rising Interest Rate Environment

Since 2009, Canadians have been living (and borrowing) in an ultra-low-interest-rate environment. Between January 2009 and January 2022, the bank rate (from which commercial interest

A cartoon depiction of a man holding an over-sized wallet, while an arm holds a piece of paper with the word Taxes on it. The background is blue with a darker blue outline of a car and a house.

Planning Ahead for 2023: Employee Deductions

For most Canadians, tax planning for a year that hasn’t even started yet may seem too remote to even be considered. However, most Canadians will

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Planning for Home Office Expense Claims

Over the past three years, the structure of work-from-home arrangements for employees has been a constantly changing landscape. In 2020, almost all employees who could

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Year-end Planning for Medical Expense Claims

While the current state of the Canadian health care system is not without its problems, Canadians are nonetheless fortunate to have a publicly-funded health care

A clock, stacks of coins, and a jar full of coins with the word Retirement on it sit on a surface with an un-focused leafy green background.

A New Tool for Retirement Income Planning

The majority of Canadians who are not members of an employer-sponsored defined benefit registered pension plan save for retirement through a registered retirement savings plan

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The New Multi-generational Home Renovation Tax Credit

The fact that Canada is in the middle of a housing crisis isn’t really news to anyone. Whether it’s having difficulty finding an affordable apartment