Charles RotenbergMay 202 minYES, YOU CAN STILL SPLIT INCOMEMany of you have been reading my newsletters for years and have read many postings from me about family income splitting using low rate...
Charles RotenbergDec 22, 20215 minT'IS THE (TAX PLANNING) SEASONJust as the days and weeks seem to have flown by since the lockdowns started in March 2020, another tax year has flown by as well, and it...
Charles RotenbergNov 9, 20214 minPLUS ÇA CHANGE, PLUS C'EST LA MEME CHOSEThis is really just an update to a newsletter that I sent out in May, 2020. The Good News Many of you have read my numerous articles over...
Charles RotenbergJul 21, 20213 minCLARIFICATION IS NOT TO CLARIFY THINGS - IT IS TO PUT ONESELF IN THE CLEARThis quote from Sir Humphrey Appleby, the fictional Permanent Secretary and then Cabinet Secretary in the British series Yes Minister and...
Charles RotenbergJul 9, 20212 minTRUDEAU STICKS IT TO THE MIDDLE CLASS YET AGAINTwo weeks ago there was much excitement over a private member’s bill to make it reasonable for small business owners to keep their...
Charles RotenbergJun 29, 20214 minHAPPY ANNIVERSARY MESSRS. TRUDEAU AND MORNEAUIt isn’t a true anniversary, but close enough. On July 17th, 2017,a day that will go down in infamy, Morneau and Trudeau began their...
Charles RotenbergApr 19, 20217 minFEDERAL BUDGET 2021This afternoon, the Liberal Government tabled its first Budget since March 19th, 2019. This will be the first Budget for the new Finance...
Charles RotenbergMar 23, 20214 minTROUBLE, OH WE GOT TROUBLE...THAT’S TROUBLE WITH A CAPITAL “T” AND THAT RHYMES WITH “P” AND THAT STANDS FOR “PASSIVE INVESTMENT INCOME" Anyone in business has heard...
Charles RotenbergNov 18, 20205 min‘TIS THE SEASONJust as the days and weeks seem to have flown by since the lockdowns started in March, the year has flown by as well, and it is time to...
Charles RotenbergJun 18, 20208 minTHE WILL AND TAX PLANNINGThe Will is the most common and most important document in the estate planning process. Without a Will, the assets in one's estate will...
Charles RotenbergJun 18, 20205 minALTER EGO AND JOINT PARTNER TRUSTS SOLVE PROBATE AND OTHER PLANNING PROBLEMSMuch time and effort in recent years has been devoted to avoiding the need for probate. Probate is a court process whereby the Court...
Charles RotenbergMay 12, 20202 minI HAVE SOME GOOD NEWS, AND I HAVE SOME (POTENTIALLY) BAD NEWSFirst, the good news Many of you have read my numerous articles over the years concerning income splitting using low interest prescribed...
Charles RotenbergApr 20, 20207 minESTATE FREEZING IN TRYING TIMESOne may not want to think about tax planning with all that is going on. However, unless you believe that things won’t eventually bounce...
Charles RotenbergApr 20, 20205 minTrust BasicsWhat is a Trust A Trust is not, strictly speaking, a separate legal and tax entity. A Trust is a relationship among 3 parties - the...
Charles RotenbergJan 18, 20203 minYES, YOU CAN STILL SPLIT INCOMEMany of you have been reading my newsletters for years and have read many postings from me about family income splitting using low rate inte
Charles RotenbergSep 26, 20194 minCONSERVATIVE PARTY TAX POLICIESFinally, with a month to go before the election, the Conservative Party is showing some of their tax policy plans.
Charles RotenbergAug 13, 20192 minTAXING MUNICIPAL SERVICES - APPARENTLY, YOU CAN FIGHT CITY HALLPerhaps it is a measure of how desperate the Liberal Government is to raise money at all costs – there is no other logical explanation of...
Charles RotenbergMar 20, 20199 minTHE BUDGET WILL NOT, APPARENTLY, BALANCE ITSELFThis afternoon, Finance Minister Bill Morneau, tabled his last Federal Budget before the October 2019 election (and, hopefully, his last...
Charles RotenbergNov 20, 20188 minYou’re travelling through another dimension – your next stop, the Twilight ZoneROD SERLING, introduction,The Twilight Zone (season 2) For those of us who have been in the tax community for any significant amount of...
Charles RotenbergJul 18, 20185 minTHE CONTINUING ATTACK ON SMALL BUSINESS PASSIVE INVESTMENT INCOMEExactly one year ago today, the Trudeau Government launched its attack on small business, all while claiming to be acting to support the...