Mortgages or Margaritas: Is paying down debt putting your retirement at risk?
Jamie explains how paying down low-interest debt, such as a mortgage, can actually negatively impact your retirement savings and why you might want to consider increasing your contributions to RRSPs / TFSAs.
Top 5 Income Splitting Tips
2014 Year-End Tax Tips
As we enter the final weeks of 2014, Jamie outlines the most important strategies to focus on before year-end.
In Good Company: Retaining investment income in your corporation
Jamie examines how investment income that is earned in a private Canadian corporation is taxed and why it may be best to retain after-tax investment income in your corporation.
What's up dock:
Tax and estate planning for your vacation property
Jamie reviews the biggest tax and estate issues that, if not tackled early on, could not only cost a lot of cash, but in extreme cases, could force the sale of your vacation property.
Doing It Right the First Time! Avoid Common Tax Return Errors
In his latest report, Jamie reviews some of the most common adjustments identified by the CRA to help prevent issues before you file your tax return.
2013 Year-End Tax Tips
In his latest report, Jamie outlines the eight most important strategies to focus on before year end.
Many Happy Returns!
In his new report, Jamie discusses mining your tax return for extra money.
The RRSP, the TFSA and the Mortgage:
Making the best choice
In his new report, Jamie Golombek examines the question of whether to save towards retirement or pay down debt.
Video: Your estate matters!
Jamie explains the risks of not having an up-to-date will, and provides tips for effective estate planning. Play Video
> Browse more tax and estate planning reports
Use Registered Accounts to Shelter Highly Taxed Fixed Income
New Testamentary Trust Rules May Affect Vulnerable Canadians
Avoid Costly Tax Errors
Mutual Fund Corporations
Special Report on the 2014 Federal Budget
Getting the Most Out of Your RRSP
Act Now to Realize Tax Savings for 2013
Taxing Trusts and Estates
Americans in Canada: Tax Problems Grow
The RRSP, the TFSA and the Mortgage: Making the best choice
Your Estate Matters!
> Browse all articles
Death and Taxes
Canada no longer has any form of estate or inheritance tax, but death can trigger a significant income tax bill that, if unplanned for, can leave an unexpected liability.
When it comes to taxes, deadlines are to be taken seriously
While most of us are aware of the April 30 tax filing deadline for personal returns, there are some other deadlines which are critically important.
CRA to start verifying those tax returns
You should be aware that the Canada Revenue Agency's annual "matching program" to suss out inconsistencies is about to enter its peak season.
> Browse the archives