Estate planning matters if you're hoping to preserve as much of your wealth and assets as possible for future generations. One of the biggest challenges is finding ways to minimize your tax ...

Tax planning in Canada isn’t just for March and April. These smart tax moves need to be made before January 1. Hear me out. Year-end tax planning can be financially rewarding. It’s a shame so ...

At this time of year, there’s no shortage of “year-end tax-planning tips” that show up in articles, social media feeds and your email. It’s like clockwork: such articles magically appear from about ...

The tax system works best when it’s based on sound policy, not gimmicks. Canada should keep tips on the tax table.

Because tax planning is a year-round and lifetime exercise. The average Canadian family spends more of its income on taxes, 43 per cent (including not just personal income tax, which accounts for ...

Jack and Janine have decided to freeze the value of a portion of their growth assets – about $7-million ($2-million worth of ...

iStock / Martinedoucet Online tax filing officially begins Monday, and taxpayers may have questions about the timing of some tax slips or be uncertain about penalty relief arising from the proposed ...

Some changes may require more extensive tax-planning, such as proposed new rules for capital gains You can save this article by registering for free here. Or sign-in if you have an account ...

For individual Americans, currently it's possible to pass on up to a lifetime maximum of $12.92 million without paying tax, and that amount is doubled for married couples. At the beginning of 2026 ...

What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases ...

Learn how tax planning can help you maximize investment returns. Discover strategies for asset allocation, utilizing tax-advantaged accounts and more.