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Two Way Traffic: Capital Gains Tax, the Bare Trust Mess and CRA's New Audit Powers

November 09, 2024

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Office: (905) 582-0143

Toll-Free: (888) 333-0996

418 Iroquois Shore Road

Suite 210

Oakville, ON L6H 0X7

neil.vyas@portagewealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Oakville

Office: (905) 582-0143
Toll-Free: (888) 333-0996
102-2265 Upper Middle Rd East
Oakville, ON
L6H 0G5

Vancouver

Office: (905) 582-0143
Toll-Free: (888) 333-0996
1070-1055 West Hastings
Vancouver, BC
V6E 2E9

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund. Raymond James advisors are not tax advisors and we recommend that clients seek independent advice from a professional advisor on tax-related matters. Statistics and factual data and other information are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. | RJLU Legal