Talking Taxes The Advantaged Investor

Sonya Dolguina, Manager, Tax Consulting joins host Chris Cooksey to talk tax, including new tax accounts and laws, cross border tax implications as well some general tax planning topics:

New account and laws


First Home Savings Account (FHSA), what is it and who can open one?



What if someone previously owned a home, can they open the FHSA account?
How can a FHSA help with supporting your adult children with purchasing their first home?


o   New tax law – federal anti-flipping rule for selling real estate held for less than a year

o   New tax law – multi-generational home renovation tax credit

Cross Border


Tax implications of moving to Canada, including with investments and US retirement accounts from previous employer
Tax implications of moving out of Canada

General Tax Planning


Income splitting with a spouse
Maximizing tax benefits of donations by donating stocks rather than cash

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