Tax Centre

CI Tax Talk

CI Tax Talk highlights tax issues you should consider while working toward your investment goals. The opinions and views expressed in these articles are those of the authors and not those of CI Investments. CI Investments does not necessarily endorse or encourage any specific tax strategies, please consult a tax professional for advice specific to your particular situation.

2005

• Planning Income Mixes for Tax-Astute Retirees
• Transfer of Investment Losses Between Spouses Using Corporate Class Funds
• Minimizing or Avoiding OAS Clawback with Corporate Class Funds
• Income-Splitting Opportunities with Corporate Class Funds
• The Case For Tax-Effective Investing
• Spending What You?ve Saved ? How Will This Affect Your Tax Bill?
• Stress and Taxes
• Tax Efficiency: Things to Remember As You Start a New Year

2004

• There's gold in old tax returns
• Taking Advantage of Tax-Driven Education Savings
• Tax Records: Keep, Report, or Face Severe Penalties
• Manage Quarterly Instalments and Maximize Investment Opportunity
• Low rates help families split income, save taxes
• Waiting for Tax Judgment Day
• New laws, court decision put an end to charitable donation tax shelters
• Last-minute options for saving taxes

Retirement and Education Savings

• Why smart couples use a spousal RRSP
• Tax Planning In Retirement
• Equal Income for Retirement