Tax-Smart Planning

Tax-Smart Calendar

Upcoming Tax Dates:

September 30 – Last day to NETFILE/EFILE your 2008 tax return
October 1 – If you have made a withdrawal from your RRSP through the Home Buyers Plan, you have to buy or build the qualifying home before this date of the year after the year of the withdrawal
October 2 – GST/HST credit payment
October 20 –Canada Child Tax Benefit and Universal Child Care Benefit payments

Federal Budget 2009

Stimulus spending, modest tax relief
Stephen Harper's minority Conservative government delivered its 2009 budget back on January 27. Unlike past budgets, this year’s budget was primarily aimed at addressing Canada’s slumping economy.

In a country like Canada, where taxes can be almost 50% of your taxable income, saving taxes should always be a priority. Select one of the Tax-Smart categories below to access valuable tax related information that could save you money.

Investment Strategies
Learn how to be a tax-smart investor

Borrowing for Investment Purposes
Find out how to accelerate the wealth-building process

Estate and Family Planning
Discover estate strategies to preserve and transfer your wealth

Real Estate Taxation
Get informed about the tax issues surrounding real estate

Personal Tax Planning
Learn more about personal tax strategies

Investments and Taxation
Find out how to keep more of what you earn

Federal and Provincial Budgets
Find out all the details on government budgets
- Federal Budget 2009
- Ontario Budget 2009

Retirement Planning
Uncover tax-smart ways to save for your retirement

Education Planning
Discover how to reach your educational savings goals

Corporate Strategies
Apply tax-smart strategies to your corporation

Foreign Taxation and Investment
Learn about tax implications of your foreign investments

Books
Read up on tax-smart strategies

Product Specific Tax-Smart Bulletins
Find out about AIC’s tax-smart funds