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Tax Guide for Investment Advisors, 2013 Edition

November 1, 2012: The 2013 Edition is in preparation and is expected to be released later in January (price TBA). If you would like to be notified when the new edition is available to order, please contact us. We no longer have stock of last year's 2012 Edition.

Tax Guide for Investment Advisors, 2013 Edition    
Format Softcover
Catalogue No. 978-0-7798-5150-8
Pages TBA
Language English only
Price TBA
  Not available for purchase; 2013 edition forthcoming

Written by John R. Mott, CA, CFP, TEP.
Published by Carswell, 2012.

This is an annual publication. The 2013 edition is expected to be released in January 2013. The 2012 edition was released January 2012.


Description of the 2012 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 2012 edition reflects the provisions of the 2011 federal budget including amendments affecting personal tax rates, the mineral exploration tax credit, RRSPs, RESPs, and the kiddie tax.

Inside Tax Guide for Investment Advisors:
  • 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, warrants and rights, commodities and future contracts, mutual funds, income trusts, mutual fund corporations and investment corporations, 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 losses, business income, expenses, foreign-source income and off-shore investments. 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 U.S. connections.
  • Part V Investing Strategies – provides in-depth tax analysis of special topics of vital interest, such as income-splitting, borrowing to invest, short-selling and hedges.
  • Part VI Registered Plans – provides comprehensive coverage of the intricate tax rules that apply to RRSPs, RRIFs, RESPs, DPSPs and TFSAs.
  • Appendices: Appendix A lists personal tax rates. Appendix B contains a list of qualified investments for registered plans. Appendix C supplements Chapter 17 by providing an explanation of the components of foreign accrual property income (FAPI).
  • Index
About the author: John R. Mott draws on over 20 years experience as a private client tax specialist to pull together relevant tax information in a highly accessible format. John Mott is a Chartered Accountant (CA), Certified Financial Planner (CFP) and Registered Trust and Estate Practitioner (TEP). He owns and manages a public accounting practice based in Toronto that provides tax, accounting and advisory services to individuals and businesses.

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This page last modified: November 29, 2012

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