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Learn MoreJanuary 17, 2012
Martha Skeggs explains in a Globe and Mail article that Americans living in Canada should steer clear of TFSA’s since they are not covered by the Canada-US tax treaty.
To read the article please click here.
December 17, 2011
Pay off your line of credit, transfer $15,000 worth of investments to a Tax Free Savings Account (TFSA) immediately and, from age 60 to 63, transfer $5,000 a year from your RRSP to your TFSA. This is what Ross suggested to a single 50-something woman worried about her retirement.
To read the article please click here.
November 04, 2011
A recent Globe & Mail article discusses the importance of high net worth individuals obtaining expert advice for tax, succession, estate and financial planning as well as wealth management. It says that “one of the easiest ways to access wealth management expertise is to sign on with an organization that offers a comprehensive suite of services all under one roof”.
To read the article please click here.
October 27, 2011
Ross McShane provides some tips on how investors could review their portfolios to determine if opportunities exist to trigger tax losses that will offset taxes the investor would otherwise owe on capital gains. Ross describes how tax-loss selling works, some pros and cons, and the tax rules that need to be taken into account.
To read Ross’ article please click here.
June 11, 2011
A couple’s imminent retirement plans were enhanced with financial and tax advice from Ross McShane.
To read this article please click here.
February 14, 2011
Today’s Globe and Mail article provides a number of useful pointers on what to consider before purchasing real estate in the U.S. The advice ranges from remembering to consider the need for hurricane insurance to consulting “a Canadian advisor who specializes in cross-border issues”. If you have questions about cross-border issues you can contact Martha Skeggs, CA, CPA (Illinois), our Director of Taxation Services, at 613-726-1010, ext 225 or (JavaScript must be enabled to view this email address).
To read this article please click here.
January 28, 2011
In the February issue of Canadian Moneysaver Karen Blanchard, CA discusses how small business owners can qualify for savings of up to $375,000 when they sell their shares.
To read this article please click here.
January 13, 2011
Doug talked about the succession planning process and the importance of dealing with the soft issues in this online article by Larry MacDonald.
To read this article please click here.
December 01, 2010
Ross McShane answered two Globe & Mail readers’ questions about superficial capital losses and the timing of RRSP contributions and deductions.
Please click here to read the column.
November 12, 2010
In an article in the Globe and Mail’s Financial Facelift series Ross McShane, CGA, RFP offers a thirty-something couple a plan for their debts and savings. Ross advises the couple on how to meet their financial goals for their children’s education and their own retirement after upsizing their house.
Please click here to read the article.
November 08, 2010
In this Canadian MoneySaver article Ross McShane, CGA, CFP, RFP illustrates a variety of strategies to avoid the OAS clawback, and also one where an OAS clawback makes financial sense when it is generated by dividend income because of the lower tax rate on dividends.
To view the article please click here.
October 27, 2010
Two recent articles support the recommendation that we have been making for over a year to the owners of incorporated businesses regarding salaries and RRSP’s. The advice in a nutshell is this: do not assume that you should pay yourself a salary because you need to invest in a RRSP. To read a detailed explanation in an article in today’s Globe and Mail, click here.
May 01, 2010
In the May issue of Canadian MoneySaver Ross McShane, CGA, RFP discusses some of the factors that can be taken into consideration when deciding on when to withdraw funds from RRSP’s.
To view the article please click here.
April 16, 2010
In this Report on Business- Financial Management article John Wright, CA, CMC emphasizes the importance of discussing cash flow problems with your accountant and banker sooner rather than later.
To view the article please click here.
April 03, 2010
Dr. Barry Dworkin describes his history with investment advisors to Larry MacDonald in a Globe and Mail Me and My Money article.
To view the article please click here.
February 08, 2010
In an on-line Ottawa Business Journal article Kevin Goheen, PEng, PhD, describes how to maximize three overlapping funding programs.
To view the article, please click here.
January 02, 2010
In a Globe and Mail Me and My Money column Larry MacDonald described Doug McLarty’s approach to investing.
To view the article click here.
December 07, 2009
In a Business Matters article appearing on the Ottawa Business Journal website, Doug McLarty explains why baby boom entrepreneurs should be planning now for when they retire from their businesses.
To view the article, click here.
April 28, 2009
Doug provided some advice to the readers of a report called “Winter Escape or Estate Headache? Plenty to consider before buying foreign real estate”.
To view the report, click here.
May 30, 2006
Doug’s article on retirement and succession planning appeared in the June edition of the Globe and Mail’s Report on Business magazine.
To view a copy of the article, click here.