Retirement Planning
Less Favorable Rules for Donation of Publicly Listed Flow-Through Shares
Before the 2011 budget, when flow-through shares were donated to a charitable organization, the donor could receive generous tax credits and deductions that would result in little after-tax cost. This was due to the fact that the donor could take advantage of the deduction for ...
0 Comment | Posted in Charitable Giving,Estate Planning,Financial Planning for Business Owners,Investments,Retirement Planning,Tax Planning
July 31, 2011
Changes in Individual Pension Plans (IPPs)
The 2011 budget proposed that starting in 2012, the IPP will be required to pay out an amount equal tothe greater of the regular pension amount payable, and the minimum payment that would have beenrequired if the IPP were a RRIF once a plan member ...
0 Comment | Posted in Financial Planning for Business Owners,Retirement Planning,Tax Planning
July 08, 2011
CPP Changes in 2011 and their Impact on your Retirement Planning
. Starting January 2011 the rules that apply to Canada Pension Plan (CPP) have changed. Since the CPP is a component of retirement income for all Canadians it is important that you are aware of the changes and consider them in your retirement ...
0 Comment | Posted in Financial Planning for Business Owners,Retirement Planning,Tax Planning,Uncategorized
June 03, 2011
The Personal Side of Succession Planning (aka Retirement)
. By Alan Wainer, CA, CPA (Illinois), Partner in Assurance & Advisory at Soberman LLP, Chartered Accountants What topic do business owners or entrepreneurs love to talk about the most? Their business, of course! What topic do they seem to avoid talking about? Succession planning! Where there is a ...
0 Comment | Posted in Retirement Planning
April 06, 2011
RRSP Contributions – Facts & Figures
With the March 1st deadline for RRSP contributions for 2010 looming, here are some facts and figures to help you organize and ensure that you reap the maximum benefits from your RRSP contributions: The maximum RRSP contribution limit for 2010 is the lower of 18% of ...
0 Comment | Posted in Retirement Planning,RRSP,Tax Planning
February 25, 2011
