Articles

Infographic: The Impact of a Section 86.1 Spin-off Elections for Investors
Issue 11 – Version 1 (August 2014)

Infographic that shows the impact of a foreign spin-off transaction for the market place, an investor’s taxable portfolio and when it is made available, a Section 86.1 Spin-off Tax Election on an investor’s tax return. Read Infographic

Infographic: Your Guide to Section 85 Elections
Issue 10 – Version 1 (February 2014)

Infographic that guides you through the steps to use a Joint Tax Election to reduce your taxes through Canadian Tax Elections at www.canadiantaxelections.com

Infographic: Your Guide to Section 86.1 Elections
Issue 9 – Version 1 (February 2014)

Infographic that guides you through the steps to reduce your taxes on spin-off transactions through Canadian Tax Elections at www.canadiantaxelections.com

When Things Go Wrong
Issue 8 – Version 1 (June 2014)

I want to share a story with you about a very smart medical professional that consulted with me on a Section 85 Election matter. Unfortunately, the call came at least one year too late. It was the type of consultation that I least like to perform. No one likes to hear bad news or receive a call for help… Read Article

Tax Saving Elections and You – Section 86.1
Issue 7 – Version 1 (January 2014)

Successful foreign companies occasionally chose to reorganize their corporate structures in a manner that allows their separate “like” businesses to operate more efficiently and profitably. These organizations often grow in multiple directions as profitable opportunities become available. Over time, they may grow so large that it makes economic and strategic sense to break the larger company into its smaller “like” components through a spin-off transaction… Read Article

Tax Saving Elections and You – Section 85
Issue 6 – Version 1 (September 2013)

There is an increasing number of companies that are in a strong position to grow their business through acquisitions in the Canadian market. These transactions are often worth billions of dollars. You may already be familiar with the terms “merger”, “take-over” or “acquisition”, among other commonly used terms to refer to Corporate Actions. Transactions or deals of this nature can have significant financial impacts on the value of the individual investor’s portfolio, as well as introduce tax-reducing opportunities that are not always apparent… Read Article

Mortgage Changes Impact Canadians’ Wealth
Issue 5 – Version 1 (July 2012)

In June 2012 the federal Finance Minister, Jim Flaherty, announced another round of mortgage restrictions designed to try to cool Canada’s overheating housing markets. While not designed to significantly impact… Read Article

Provinces Offer Enhanced Registered Education Savings Plans
Issue 4 – Version 1 (July 2012)

As the cost of a post-secondary education has continued to increase at a pace beyond the rate of inflation, Canadian governments have focused on finding ways to help students and their families prepare for the costs of obtaining higher education. During the past decade, the federal government… Read Article

Understanding and Correctly Processing Corporate Actions and Entitlements
Issue 3 – Version 1 (July 2012)

When public companies make strategic changes to the structure of their businesses, it often results in changes to the existing shareholders’ ownership stake. These changes may present as a takeover of a competitor or a splitting up of existing businesses. There are several thousand of these… Read Article

Pooled Registered Pension Plans Opportunities
Issue 2 – Version 1 (July 2012)

Canadian governments are in the process of passing legislation that will allow small business owners, their employees, and self-employed individuals to benefit from low-cost registered pension plans. Participation in employer sponsored pension plans has dropped considerably in… Read Article

Helping Clients Qualify for Reduced Non-Resident Withholding Taxes
Issue 1 – Version 1 (July 2012)

Taking effect December 31, 2012, the Canada Revenue Agency (CRA) has increased the amount of information required to be obtained by financial institutions about clients who are… Read Article