Tax Guide for Investment Advisors, 2007 Edition |
| Tax Guide for Investment
Advisors is an indispensable resource on relevant tax information, written
especially for Canadian investment advisors. The text is clear and
comprehensive, is supplemented by numerous examples and illustrations, and
provides in-depth coverage of the tax topics that are critical to advising
clients effectively. The 2007 edition incorporates the provisions of the 2006 federal budget included in Bill C-13 that received Royal Assent on June 22, 2006, including amendments affecting personal tax rates, charitable donations of publicly-listed securities, the mineral exploration tax credit for new flow-through share agreements, and the carry-over period for non-capital losses and investment tax credits. |
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Part I Tax Planning – introduces an overview of relevant tax planning concepts and provides a comprehensive tax planning checklist that is cross-referenced to the text, opening another window on the in-depth commentary. Part II Investment Instruments – provides extensive coverage of the tax attributes of various types of investments, including shares, debt, options, commodities, mutual funds, labour funds, limited partnerships and tax shelters. Part III Investment Income – covers the tax treatment of the various forms of investment income, including interest, dividends, capital gains and foreign-source income. Part III also addresses the deductibility of investment expenses and the restrictions that apply. Part IV Special Investors – explores the unique tax considerations that apply to special investors such as investment holding corporations, estates & trusts, non-residents and Canadians with US connections. Part V Investing Strategies – provides in-depth tax analysis of special topics of vital interest, such as income-splitting, investing with borrowed funds and hedging. Part VI Registered Plans – provides comprehensive coverage of the intricate tax rules that apply to RRSPs, RRIFs, RESPs and DPSPs. Appendix B contains an exhaustive list of qualified investments for registered plans. This is an annual publication. The 2007 edition was released November 2006. |
| DESCRIPTION | |
| Author | John R. Mott, CA, CFP, TEP. |
| Publisher | Carswell |
| Year of release | 2006 |
| Format | Softcover |
| Pages | 498 pages |
| ISBN or Catalogue No. | 0-459-28042-2 |
| Price | 43.00$ |
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| Bilingual | No |
| Available in French | No |
Si vous avez des questions, n'hésitez pas à communiquer avec nous par courriel.
| Les prix et la disponibilité peuvent être sujets au changement. Les frais d'expédition et les taxes sont en sus. |
| Dernière modification: 4 janvier 2007 |
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