The Checkup

checkup

2019 Issue: The Checkup

Date: February 2019

The 2019 issue of our refreshed and renamed newsletter, The Checkup, is now available for download.

In this edition, Aaron Schechter discusses how the passive income clawback of the low corporate income tax rate is actually not such a bad thing. In fact, in Ontario, there is a hidden tax benefit to finding yourself in the clawback rules.

Daniel Mahne looks at a bona fide tax saving strategy for high income earners to continue to income split with low income family members by using a prescribed rate loan.

If you need additional funds, Daniel Ling investigates the tax implications of withdrawing funds from your Registered Retirement Savings Plan (“RRSP”).

Finally, Alessandra De Palma summarizes a recent court case which confirms an expansion of eligible child care expenses to include recreational and educational activities in certain circumstances.

We invite you to read the articles prepared by our experts and get in touch with any questions, comments or to schedule your next financial checkup.

Click here to download the full 2019 edition of The Checkup.

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Tax Talk for Health Professionals

Tax Talk for Health Professionals 2018 Issue

Date: February 2018

The 2018 issue of our newsletter Tax Talk for Health Professionals is now available for download.

In this issue, we provide a summary of the impact the income splitting rules have on health professional corporations and strategies to consider when mitigating some of the tax advantages lost, we look at investing in flow-through shares as a good way to reduce an individual’s personal income tax, we navigate Ontario’s minimum wage increase and finally, discuss why it may make more sense to make your charitable donations through a corporation, rather than personally.

We invite you to read the articles prepared by our experts and get in touch with any questions, comments or to schedule your next financial checkup.

Click here to download Tax Talk for Health Professionals 2018.

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tax talk for health professionals 2017

Tax Talk for Health Professionals 2017 Issue

Date: February 2017

The 2017 issue of our newsletter Tax Talk for Health Professionals is now available for download.

In this 2017 issue, we look at the ins and outs of a Private Health Services Plan, the deductibility of automobile expenses for health professionals and, whether the right to practise in a Family Health Organization has any value that can be sold.

We invite you to read the articles prepared by our experts and get in touch with any questions, comments or to schedule your next financial checkup.

Click here to download Tax Talk for Health Professionals 2017.

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cover of Tax Talk for health professionals newsletter

2016 Issue of Tax Talk for Health Professionals

Date: February 2016

The 2016 issue of our newsletter Tax Talk for Health Professionals is now available for download.

In this issue, our writers cover recent tax changes that could affect health professionals, the Personal Pension Plan, investing in real estate, and the tax benefits associated with scientific research and experimental development. We also list some key tax deadlines that are quickly approaching. The articles are also available to read on our blog.

Click here to download Tax Talk for Health Professionals 2016.

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