General Risks With Swap-Based ETFs – Behind The Magic Curtain

Swap-based ETFs have a number of potential benefits for an investor using a taxable account or Canadian Controlled Private Corporation[…]

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The Magic Trick of Swap-Based ETFs

Watch very closely while I make the investment income disappear. Magic! There are ways to make investment income disappear. I[…]

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Choose Your Weapons – Financial Tools and Strategies For Incorporated Professionals to Repel Tax Pirates

I previously gave some illustrative examples of how crossing the new sliding active-passive income threshold into the higher general corporate[…]

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Limboing With The New Passive-Active Income Tax Rules for Private Corporations

It is clear to Canadians that our government leaders like to dance. The recent trip governmental trip to India also put[…]

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With the New CCPC Passive Income Rules – Is It Bad to be Good?

I previously gave a simplified description of the effects on professionals at different income levels. That basic modelling ignored some[…]

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Into the Neutral Zone Part 2 – Does The New Passive Income Threshold Actually Matter To Your Savings?

Federal changes to small business taxation have created new rules that cause professionals and small business owners to pay more[…]

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Into The Neutral Zone Part 1- Will The New Passive Income Rules Destroy the CCPC Enterprise?

In Star Trek, the border between the hostile Romulan Empire and the Federation of Planets is called The Neutral Zone.[…]

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Reduce Investment Risk – Step Into The Loonie Doctor Dojo

My kids and I train in karate together.  They also compete while I mostly cheer them on and unofficially coach.[…]

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A Lesson in Klingon – Explaining the Refundable Dividend Tax On Hand (RDTOH) & The New Passive Income Rules

We previously did a basic overview of the 2018 Federal Budget tax changes for professional corporations and other Canadian small businesses[…]

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The Devils In The Details – What Counts In the Passive Investment Income Limits

I want to start by thanking the readers and others who have asked some excellent questions about details of the[…]

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