Tax Guide for Investment Advisors ISBN/ISSN: 978-0-7798-1352-0
Publication Number: 22589 Product Type: Book S.O. annual/biennial Number of Volumes: 1 volume bound Number of Pages: Approximately 502 pages Binding: softcover Publication Date: 2007-11-30 Publisher: CARSWELL CAN Price: $45.00
2008 Edition
by John R. Mott, CA, CFP, TEP
Tax Guide for Investment Advisors is an indispensable resource on relevant tax information, written especially for Canadian investment advisors. The text is clear and comprehensive; is supplemented by numerous examples and illustrations; and provides in-depth coverage of the tax topics that are critical to advising clients effectively.
The 2008 edition is current with legislation to June 30, 2007. Numerous other enhancements and clarifications have been made throughout the book in an ongoing effort to augment its usefulness.
Part I Tax Planning -- introduces an overview of relevant tax planning concepts and provides a comprehensive tax planning checklist that is cross-referenced to the text, opening another window on the in-depth commentary.
Part II Investment Instruments -- provides extensive coverage of the tax attributes of various types of investments, including shares, debt, options, commodities, mutual funds, labour funds, limited partnerships and tax shelters.
Part III Investment Income -- covers the tax treatment of the various forms of investment income, including interest, dividends, capital gains and foreign-source income. Part III also addresses the deductibility of investment expenses and the restrictions that apply.
Part IV Special Investors -- explores the unique tax considerations that apply to special investors such as investment holding corporations, estates & trusts, non-residents and Canadians with US connections.
Part V Investing Strategies -- provides in-depth tax analysis of special topics of vital interest, such as income-splitting, investing with borrowed funds and hedging.
Part VI Registered Plans -- provides comprehensive coverage of the intricate tax rules that apply to RRSPs, RRIFs, RESPs and DPSPs. Appendix B contains an exhaustive list of qualified investments for registered plans.
Appendix A -- Personal Tax Rates, 2007
Appendix B -- Qualified Investments of Registered Plans
Appendix C -- Foreign Accrual Property Income (FAPI)
"Tax guide for Investment Advisors is very good. Thoughtful, clear, well indexed and admirably brief in getting to the point of many tax issues and alternatives for investors and advisors, it's a best of breed book. And a bargain to boot. It's vital reading for any advisor, good reading for serious investors, and an essential shelf reference."
Andrew Allentuck
The Globe and Mail
BULK ORDERS
WELCOMED
