2001 News & Tax Tips
December 2001
Another Successful UFE Candidate!
We are pleased to announce that Gregory C. Edwards has successfully passed the 2001 Uniform Final Examination (UFE) and made the Ontario Honour Roll placing 12th in Ontario out of 1,096 writers.&nbs…
December 2001
Stock Option Benefits
Many employers are offering stock option benefits to upper management as a portion of their remuneration package. Stock options provide an incentive for the recipient to work hard to increase the va…
November 2001
Donations of Publicly Traded Securities
With a number of high profile fundraising campaigns currently underway, potential donors are being approached to be as generous as possible. For some individuals a donation of securities may allow t…
October 2001
Potential Tax Savings from 2001 Capital Losses
Many investors who have been successful in prior years have seen a downturn in their fortunes this year. If you have suffered losses in the market this year, there may be a tax refund waiting for yo…
September 2001
Tax Breaks for Students
As students return to the classroom, we have provided some information concerning the tax treatment of tuition fees, scholarships and student loan interest. Elementary and Secondary School Tui…
August 2001
Moving Soon?
The summer is a popular time for families to move to a new residence. If you have moved this year, are any of your expenses tax deductible? Moving expenses can be deducted from income earned by a ta…
July 2001
Old Age Security Pension Clawback
Old age security (OAS) is a monthly payment received by Canadians who are 65 and older and meet eligibility requirements. Most recipients receive the maximum monthly amount which equalled $433.52 fo…
June 2001
Are you married, according to CCRA?
Even though you haven’t been to City Hall or to see your friendly minister, Canada Customs and Revenue Agency (CCRA) may consider you to be married for tax purposes. What are the advanta…
May 2001
Waiting for CCRA’s Report Card?
For many Canadians, the month of May means that personal tax returns have been filed and the past tax year can be ‘forgotten’. But wait! Have you received your Notice of Asse…
April 2001
Completing Your Income Tax Return
The snow has melted, daylight savings time is here, and April 30 is quickly approaching! Don’t procrastinate any longer – get your tax information together and complete your 2000 p…
March 2001
Gathering Information for your Income Tax Return
By now most people have received numerous pieces of mail related to income and deductions for their 2000 personal income tax return. The inevitable, and for some dreadful, job of compiling all…
February 2001
RRSPs – The Sequel
In January we covered the basics of Registered Retirement Savings Plans (RRSPs). This month, as the March 1 deadline for 2000 contributions quickly approaches, we will summarize some additiona…
January 2001
Registered Retirement Savings Plans (RRSPs)
Now that the New Year is upon us, there will be a great deal of marketing about Registered Retirement Savings Plans (RRSPs). This month we cover some of the basics of these plans. RRSPs are a u…
2001 News
Another Successful UFE Candidate!
Stock Option Benefits
Donations of Publicly Traded Securities
Potential Tax Savings from 2001 Capital Losses
Tax Breaks for Students
Moving Soon?
Old Age Security Pension Clawback
Are you married, according to CCRA?
Waiting for CCRA’s Report Card?
Completing Your Income Tax Return
Gathering Information for your Income Tax Return
RRSPs – The Sequel
Registered Retirement Savings Plans (RRSPs)
News Archive
Industry News
