Insights & Articles

The Repeal of the Windfall Elimination Provision
12/24/2024
The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
Tax Planning
Capital Loss Planning
12/23/2024
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
Tax Planning
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Tax Implications of the Fall Economic Statement: Addressing everyday costs on a day filled with uncertainty
12/17/2024
On January 31, 2025, the Minister of Finance announced the federal government is deferring the implementation date of the proposed increase to the capital gains inclusion rate from June 25, 2024 to January 1, 2026.
Tax Planning
Understanding Probate: What you need to know.
12/15/2024
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning