Heir Un-apparent: Estate planning for U.S. beneficiaries
August 2015

Special Report on the 2015 Federal Budget
Jamie Golombek and Debbie Pearl-Weinberg outline what the budget means for your business and your clients.
April 2015

The Great Divide: Income splitting strategies can lower your family's taxes.
Jamie provides an overview of the new Family Tax Cut credit as well as several other income splitting strategies.
April 2015

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.
Play Video
February 2015

Top 5 Income Splitting Tips
Play Video
March 2015

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.
November 2014

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.
October 2014

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.
August 2014

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.
March 2014

2013 Year-End Tax Tips
In his latest report, Jamie outlines the eight most important strategies to focus on before year end.
November 2013

Many Happy Returns!
In his new report, Jamie discusses mining your tax return for extra money.
April 2013

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.
Play Podcast.
Play Video.
February 2013

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
June 2012

> Browse more tax and estate planning reports

Doubling of TFSA Annual Limit is Great News for All Clients
August 2015

Taxes and Retirement: Opportunities and Strategies
May 2015

Use Registered Accounts to Shelter Highly Taxed Fixed Income
February 2015

New Testamentary Trust Rules May Affect Vulnerable Canadians
November 2014

Avoid Costly Tax Errors
May 2014

Mutual Fund Corporations
March 2014

Special Report on the 2014 Federal Budget
February 2014

Getting the Most Out of Your RRSP
February 2014

Act Now to Realize Tax Savings for 2013
October 2013

Taxing Trusts and Estates
August 2013

Americans in Canada: Tax Problems Grow
May 2013

The RRSP, the TFSA and the Mortgage: Making the best choice
February 2013

June 2012

Your Estate Matters!
March 2012

> 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.
National Post
October 2013

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.
National Post
October 2013

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.
National Post
September 2013

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