Blog Posts

Charitable Giving & Taxation 101

Monday, June 25, 2012 by Steve Blazino
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Regardless of whether charitable giving occurs during your lifetime or upon death, there are some significant tax issues of which you should be made aware.
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Will Planning

Thursday, September 22, 2011 by Keith Vincent
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The planning relies on two key facts: First, The Income Tax Act treats a trust as a separate taxpayer and second, the Income Tax Act allows for property to roll over to a spouse on death.
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Can Your Trust Survive an Audit by the Canada Revenue Agency?

Tuesday, April 19, 2011 by Michael Murphy
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A trust can be a valuable tool for a family to use as part of an estate plan or for income splitting purposes. CRA is aware of these uses and seems to be focusing its audit efforts on the income splitting objectives.
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