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FEDERAL PUBLICATIONS INC. |
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Tax Guide for Investment Advisors, 2009 Edition |
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| Format | Softcover | |
| Catalogue No. | 978-0-7798-1727-6 | |
| Pages | 515 | |
| Language | English only | |
| Price | $50.00 | |
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| Written by John R. Mott, CA, CFP, TEP. Published by Carswell, 2008. This is an annual publication. The 2009 edition was released December 2008. Description: |
| 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 2009 edition incorporates the provisions of the 2008 federal budget included in Bill C-50 that received Royal Assent on June 18, 2008, including amendments affecting personal tax rates, charitable donations of exchangeable securities, registered education savings plans (RESPs) and tax-free savings accounts (TFSAs). Inside the 2009 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, income trusts, 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 for 2008. 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 and manages a public accounting practice based in Toronto that provides tax, accounting and advisory services to individuals and businesses. |
| Price and availability subject to change.
Shipping and applicable taxes extra. Questions about this product? Please e-mail us. This page last modified: December 10, 2008 |
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