2020 Combined Federal and Provincial Marginal Tax Rates.

A list of all provinces with their combined federal and provincial marginal tax rates as of Jan 1, 2020... Learn More

2020 Tax Planning Quick Reference Guide

A quick reference guide for 2020 income tax rates, contribution limits, EI premium, CPP premiums, RRIF minimum withdrawals, etc.... Learn More

2020 Estate Planning Quick Reference Guide

A quick reference guide on 2020 provincial probate tax, info on RRSP and RRIF at death, provincial intestacy rules, etc... Learn More

Cross Border investment planning

This article contains important information for Canadians who take up residence in the US, or for US Citizens who reside in Canada....Learn More

The beginners guide to understanding Cyber-risk.

The risks around cyber-security and the importance of protecting proprietary data are well known across society – whether it be governments, corporations or even individuals... Learn More

13 Accounting Flags

Having scoured financial statements for decades, Al and Mark Rosen have identified more accounting red flags than they can count. But the following stand out as perennial portfolio risks... Learn More

Estate Tax for Canadians with U.S. Vacation Properties

If you are about to purchase a U.S. vacation property, you may be wondering about the best way to structure the ownership. Should you use a corporation or a trust? Or should the property simply be bought in personal name? What about U.S. estate tax?... Learn More

Death and Taxes

Unlike the U.S., Canada no longer has any form of estate or inheritance tax. Yet despite this, death can trigger a significant income tax bill that, if not properly planned for, can leave an unexpected liability when a loved one passes away. Here is what happens to your non-registered and registered assets when you die... Learn More