The Advantaged Investor

Talking Taxes

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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

            • Follow the podcast on LinkedIn: The Advantaged Investor

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            The Advantaged InvestorBy Raymond James Ltd./TMDS

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