Tax Guide for Investment Advisors
This book is an extremely comprehensive guide to the taxation of investments and a must-have reference tool for all financial advisors. (It is) a starting point for my research as it will often guide me to the formal literature with its extensive sourcing and cross-references - Jamie Golombek, CA CPA CFP TEP, Vice President, Tax & Estate Planning, AIM Trimark
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, Globe Investor
Writing about tax in a clear and palatable manner is no mean feat, but Mott has done so, canvassing all the relevant materials and drawing the information together. Believe it or not, there is evidence of a subtle sense of humour in this work. - Stewart Lewis, Investment Executive
It is hard to overestimate the value of this book for the serious advisor, which wraps up in a few paragraphs what hours of searching on the CCRA website or talking to tax officials often cannot. - Scot Blythe, ADVISORS.CA
Logically organized and fully indexed, Tax Guide for Investment Advisors provides essential information on demand.
The 2009 edition is current with legislation to June 18, 2008. 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, DPSPs and TFSAs. Appendix B contains an exhaustive list of qualified investments for registered plans.
- ISBN/ISSN: 978-0-7798-1727-6
- Publication number: 22589
- Product type: Book S.O. annual/biennial
- Number of volumes: 1 volume bound
- Number of pages: Approximately 560 pages
- Binding: softcover
- Publication date: November 2008
- Publisher: THOMSON CARSWELL
- CAN Price: $ 50.00
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