Talk:Tax planning

Reader feedback: I would say something like u...
174.0.243.27 posted this comment on 10 December 2013 (view all feedback).

"I would say something like use the prior-year option if it has the least tax owing of the 3 years. Use the current year option if it has the least tax owing. I think the phrase 'significantly different' is too vague. DenisD"

Any thoughts?


 * The wording is taken from the referenced CRA website. Wording could definitely be improved. The reference to specific tax years should likely also be change to this year, previous year, two years ago. Otherwise article will need to be updated annually. Peculiar Investor 05:34, 11 December 2013 (MST)

I did improve the wording, in my opinion. Because of the use of references such as CURRENTYEAR, the article won't need to be updated annually. --Cashinstinct 12:22, 28 July 2017 (CDT)

Reader feedback: How about an entry for Ameri...
71.181.7.2 posted this comment on 21 September 2014 (view all feedback).

"How about an entry for American citizens who in the past lived in Quebec, have a university (such as McGill) pension plan, and are reaching the age of required minimum distributions?"

Any thoughts? Possibly related to this post, Canadian RRSP, on the Bogleheads forum. While the feedback seems to address a narrow case, perhaps there is a wider concept that can be addressed within the article.

Peculiar Investor 17:44, 23 September 2014 (MDT)

The member has posted in the Financial Wisdom Forum here: California resident & retirement plan under Quebec rules --LadyGeek 19:19, 25 September 2014 (MDT)

This topic is narrow case, a general finiki page cannot be so specific. I think it's an issue for a forum post answer, not finiki. --Cashinstinct 12:25, 28 July 2017 (CDT)

2008 example of Ontario tax payable
There is an 2008 example comparing tax paid in Ontario on a salary compared to a mix of 50% dividends and 50% capital gains. I did not update the example. I am not sure how useful it is --Cashinstinct 13:48, 28 July 2017 (CDT)

Specific tax advice on trusts and on employing children/family
Considering the 2016-2017 context of the federal government wanting to change rules on income sparkling, some advice in this article could be already out of date or soon out of date.

I did not update the examples, I was more looking at the references and the instalment section. However, I noticed that there could be issues with the suggestions given. --Cashinstinct 13:49, 28 July 2017 (CDT)