Year end tax planning strategies



Adam Salahudeen, Vice President, Tax & Estate Planning, discusses some common year-end tax planning strategies that you may wish to consider to reduce your tax bill for fiscal 2012. Adam, a former tax lawyer, delves into the concept tax loss selling strategies and shares how you and your family can employ these strategies to further limit yearly tax liability.


Some of the tax loss strategies and pitfalls discussed include:

  • Realized capital losses
  • Unrealized capital losses of a spouse or common law partner
  • Calculating foreign exchange gains and losses
  • Superficial loss rules
  • Losses triggered on the transfer or securities to a RRSP/RRIF
  • Tax treatment of an employee benefit from stock options


To learn more about how our team can help you with your year-end tax planning strategies, please contact us.