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Tax Guide for Investment Advisors, 2008 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 2008 edition incorporates the provisions of the 2007 federal budget included in Bill C-52 that received Royal Assent on June 22, 2007 – including amendments affecting personal tax rates, the mineral exploration tax credit, RESPs, RRIFs, the lifetime capital gains exemption, pension income splitting and the distribution tax on publicly-traded income trusts and partnerships.
Tax Guide for Investment Advisors 2008 Edition

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.

Appendices: Appendix A lists personal tax rates for 2007. Appendix B contains an exhaustive 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).

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 a tax and accounting practice in Toronto.

Written by John R. Mott, CA, CFP, TEP. Published by Carswell, 2007.

This is an annual publication. The 2008 edition was released December 2007.
   
Catalogue No. 978-0-7798-1352-0
Price $45.00
Format Softcover
Pages 502
Language English only
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This page last modified: December 12, 2007

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