Our Newsletters & Publications
| Canadian Tax Planning | |
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| May 2011 | Our Home, Our Cottage, Our Farm, Our Winter Condo! Tax Planning = Mega Tax Savings Tax Alert - Issue 2-11 - May-2011.pdf |
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| Jan. 2011 | Holistic Tax Planning – Jesse James Style Tax Alert - Issue 1-11 - Jan-2011.pdf |
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| May 2010 | CRA Relief Provisions/Amended Tax Elections MoneySaver - Issue 1-10 - May-2010.pdf |
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| Jan 2010 | Holding Company Rates Versus Personal Tax Rates Tax Alert- Issue 1-10 - Jan-2010.pdf |
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| Nov. 2009 | Investment Write-Offs Tax Alert - Issue 4-09 - Nov-2009.pdf |
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| Oct. 2009 | RRSP/RRIF Losses After Death Tax Alert - Issue 3-09 - Oct-2009.pdf |
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| Jan. 2008 | Reporting Foreign Property Holdings (CRA Form T1135) Tax Alert - Issue 1-08 - Jan-2008.pdf |
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| July 2007 | Charitable Donations – Compelling Tax Benefits Tax Alert - Issue 5-07 - Jul-2007.pdf |
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| Mar. 2007 | Pension Income Splitting Tax Alert - Issue 2-07 - Mar-2007.pdf |
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| Jan. 2007 | Administrative Obligations of Trustees Tax Alert - Issue 1-07 - Jan-2007.pdf |
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| Sept. 2006 | Private Companies– Retirement Compensation Arrangements Tax Alert - Issue 1-06 - Sept-2006.pdf |
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| July 2005 | Using Trusts in Your Will Tax Alert - Issue 3-05 - July-2005.pdf |
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| Mar. 2005 | Estate Planning - A Portfolio Freeze Tax Alert- Issue 3-05 - Mar-2005.pdf |
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| Dec. 2004 | Trusts For Many Purposes Tax Alert - Issue 4-04 - Dec-2004.pdf |
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| Feb. 2004 | Trust Return Reporting to CRA Tax Alert - Issue 2-04 - Feb-2004.pdf |
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| Nov. 2003 | A Solid Investment for the Elderly
Tax Alert - Issue 4-03 - Nov-2003.pdf |
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| Sept. 2003 | RRSP's - Invest Your Tax Savings to Stay Ahead Tax Alert - Issue 2-03 - Sept-2003.pdf |
| US Tax Planning | |
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| Sept. 2011 | US Tax Filing Obligations - The Stakes Just Got Much Higher Tax Alert - Issue 3-11 - Sept-2011.pdf |
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| Aug. 2011 | Americans Living in Canada - Not Filing FBAR Returns is a Serious Matter Tax Alert - Issue 1-11 - Aug-2011.pdf |
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| Nov. 2009 | US Citizens Owning Canadian Stock Options Tax Alert - Issue 3-09 - Nov-2009.pdf |
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| Nov. 2009 | Have You Filed Your 1040 Tax Alert - Issue 2-09 - Nov-2009.pdf |
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| Feb. 2009 | Reporting Non US Financial Accounts Tax Alert - Issue 1-09 - Feb-2009.pdf |
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| Feb. 2009 | US Expatriation Tax Alert - Issue 4-08 Amended- Feb-2009.pdf |
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| Nov. 2008 | US Tax Filing Requirements - An Introduction Tax Alert - Issue 2-08 Amended - Nov-2008.pdf |
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| Nov. 2004 | Canada/United States Cross Border Tax Issues Tax Alert - Issue 3-04 - Nov-2004.pdf |
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| Financial Planning | |
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| Jun. 2011 | You Owe Your Family a Personal Financial Plan Today's Issues - June-2011.pdf |
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| July 2010 | Do-it-Yourself Investing Today's Issues - Jul-2010.pdf |
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| Nov. 2009 | Plan Your POA for Property Carefully Today's Issues - Issue 2-09 - Nov-2009.pdf |
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| Apr. 2009 | Your Recovery Action Plan Today's Issues - Issue 1-09 - Apr-2009.pdf |
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| Nov./Dec. 2008 | Tax Tactics in a Down Market MoneySaver - Nov-2008.pdf |
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| Oct. 2007 | Hold on to Those Gains a Bit Longer Today's Issues - Issue 3-07 - Sept-2007.pdf |
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| Sept. 2007 | Trusts Versus Personal Bequests Today's Issues - Issue 2-07 - Sept-2007.pdf |
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| Sept. 2006 | Some Will Planning Thoughts MoneySaver - Sept-2006.pdf |
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| Jun. 2006 | Giving Your Kids Something Now Tax Alert - Issue 4-06 - Jun-2006.pdf |
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| Feb. 2006 | Holding Companies for Wealth Transfer MoneySaver - Feb-2006.pdf |
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| Nov./Dec. 2005 | Putting Your Will in Motion Before Death MoneySaver - Nov-2005.pdf |
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| Sept. 2005 | Financial Planning for Prime Time Women Today's Issues - Issue 4-05 - Sept-2005.pdf |
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| Apr. 2005 | Designating RRSP and RRIF Beneficiaries MoneySaver - Apr-2005.pdf |
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| Special Needs Planning | |
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| May 2011 | The Henson Trust – The Mysteries Explored and Explained Special Needs Alert - May-2011.pdf |
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| Mar. 2011 | Disability Tax Credit Review and Analysis Special Needs Alert - Mar-2011.pdf |
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| Jan. 2011 | Tax Credits for Special Needs Individuals Special Needs Alert - Jan-2011.pdf |
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| Oct. 2010 | Lifetime Financial Planning for Special Needs Individuals Special Needs Alert - Oct-2010.pdf |
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| Sept. 2010 | Financial Support, Asset Ownership and Legal Capacity Special Needs Alert - Sept-2010.pdf |
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| Aug. 2010 | Registered Disability Savings Plan Special Needs Alert - Aug-2010.pdf |
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