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Insight Library of Past Articles

INSIGHT is a complimentary quarterly newsletter which is mailed to clients and other interested parties. It is produced entirely in-house. This publication explains tax and financial matters in simple terms. It communicates new developments in the business and financial world and assists you in managing your financial affairs better.

Note: Some of these articles have been moved to our investment counsel website Investor U.

Index of Articles on Business, Tax and Financial Planning

• For Individuals
  • Taxation
  • Financial Planning
  • Estate Planning
  • Miscellaneous
• For Business

For Individuals

Taxation

• BC Personal Tax Rates 2001 - 2010
• BC Investor Tax Rates 2006 - 2010 (Investor U)
• Budgets-Federal
  • Federal Budget-2009
  • Federal Budget-2008
  • Federal Mini-Budget-2007
  • Federal Budget-2007
  • Federal Budget-2006
  • Federal Budget-2005
  • Federal Budget-2004
  • Federal Budget-2003
  • "Unbudget" of October 17, 2000
  • Federal Budget of February 28, 2000
  • Federal Budget of February 16, 1999
• Budgets-BC
  • Provincial Budget - 2009
  • Provincial Budget - 2008
  • Provincial Budget - 2007
  • Provincial Budget - 2006
  • Provincial Budget - 2005
• Charitable Donations
• Charitable Donations In Kind
• Civil Penalties
• Education Tax Tips
• Foreign Asset Reporting Comes On-Stream
• Tax Issues for Emigration
• Health and Taxation
• Income Trusts (Investor U)
• More on Income Trusts (updated Fall 2005)
• Marriage Breakdown (updated Feb 2005)
• Significant Changes in BC Taxes
• Rules for Personal Tax Installment
• Everything You Need to Know about RRSPs & RRIFs (Investor U)
• Taxation of Real Estate
• Tax Smart Investing Principles (Investor U)
• Useful Tips in Tax and Finance
• Pension Income Splitting
• RRSP Limits
• Auto Limits
• Tax-free Savings Plans
• Tax-free Savings Accounts (Part 2) (on InvestorU.ca)
• Tax-free Savings Accounts (Part 3) (on InvestorU.ca)
• Tax-free Savings Accounts (Part 4) (on InvestorU.ca)
• Estate Planning for TFSAs (on InvestorU.ca)
• Home Renovation Tax Credit - 2009

Financial Planning

• Personal Financial Planning
• Some Perspectives on Personal Financial Planning
• Personal Financial Planning - Ages & Stages
• The Millionaire Next Door: A Book Review
• Financing Higher Education-RESPs and RRSPs
• Reverse Mortgages
• Critical Illness Insurance
• Car Leasing
• Tips & Traps in Collecting Old Age Security (OAS)
• Everything You Need to Know about Canada Pension Plan (updated Oct 2009)
• BC Property Tax Deferment Program
• Inter-vivos Gifting
• RRSP Limits
• Total Savings Rate (TSR)
• Money & Banking for Five Year Olds

Estate Planning

• Estate Planning Organizer
• Taxation at Death
• BC Probate Fees
• Representation Agreements
• Health Care Issues
• Alter Ego Trusts
• Planning for your RRSP Beneficiaries
• Yours, Mine & Ours: Joint Tenancy Issues
• Matters of Estate
• Andrew Carnegie on Estate Planning
• Estate Planning: The N+1 Strategy
• West Vancouver Partnership Program
• Estate Planning for TFSAs (on InvestorU.ca)

Miscellaneous

• BC Residential Tenancy Act
• BC Sales Tax for Business
• BC Sales Tax on Automobiles
• BC MSP Assistance
• Planned Lifetime Advocacy Network (PLAN)
• Privacy Policy

For Businesses

• Corporate Tax Rates
• CPP / EI Rates
• How to Build a Company Profit Sharing Plan from the Ground Up
• Tax & Accounting Considerations when Starting a New Business
• Working Capital Management
• Corporate Capital Dividend Account - Tax Free Money
• Management Issues (updated Oct 2009)
• Amendments to the B.C. Business Corporations Act (updated Mar 2004)
• Private Health Services Plans
• Personal Information Protection & Electronic Documents Act (PIPEDA) (updated Jan 2004)
• Shareholder Appropriations - Getting Money Out of a Corporation
• Simply Accounting Tips & Tricks
• Getting a Grip on the GRIP and LRIP
• Navigating BC Ministry of Small Business & Revenue Website
• Entrepreneurs On E.I. !
• HST Planning & Implementation