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. |
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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. 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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| Price and availability subject to change.
Shipping and applicable taxes extra. Questions about this product? Please e-mail us. This page last modified: December 12, 2007 |
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