Tax Templates Inc.

TTI develops Excel worksheets to help Canadian professionals solve tax challenges.

[Kim G C Moody @KimGCMoody]

Looking forward to instructing another Canadian Tax Matters webinar tomorrow, May 2, 2024, at noon eastern (10:00 am mountain) with my good friend (who is super smart) @JayGoodis of @TaxTemplatesInc

We’ll be chatting about:

- Proposed changes to the capital gains inclusion rate

- Exploring impacts: corporations, individuals, and trusts

- Should taxpayers recognize capital gains before June 25, 2024?

- Calculation examples

- How the capital gains exemption integrates with the new rules

- How Alternative Minimum Tax impacts the results

- Capital gains strips, selling shares, and selling assets

- How stock options will be impacted

- Exploring the Canadian Entrepreneurs' Incentive

- Exploring the Employee Ownership Trust and the $10 million exemption for qualifying business transfers https://t.co/12HDgZ1o6p

Lots to chat about! Please register today at the link below!

[Tax Templates Inc. @TaxTemplatesInc]

The 2024 Federal Budget's proposed changes to capital gains taxation challenge the core tax principle of integration.

https://t.co/trwtYoEqXU

[Tax Templates Inc. @TaxTemplatesInc]

Canadian Tax Matters session on the New Canadian Trust Reporting Requirements received hundreds of questions.

By popular demand, a second one hour that answers webinar with over sixty questions is now included as part of the same course.

https://t.co/IZH1X9yN5O

[Tax Templates Inc. @TaxTemplatesInc]

On January 26th at 11:30 ET, we invite you to join TTI's CEO Jay Goodis and Kim Moody for another session of Canadian Tax Matters concerning the new Trust Reporting Requirements.

https://t.co/IZH1X9yN5O

[Tax Templates Inc. @TaxTemplatesInc]

It was a pleasure working with @JamieGolombek and the @cibc team. What a fantastic report!

[jamie golombek @JamieGolombek]

CIBC 2024 Tax Toolkit! Just released!
This jam-packed 26 page tax reference guide has all the numbers you need for 2024, from marginal tax rates for each income level, to the new CPP limits, along w/ full corporate integration tax charts! @TaxTemplatesInc
https://t.co/lVDbylESzL

[jamie golombek @JamieGolombek]

CIBC 2024 Tax Toolkit! Just released!
This jam-packed 26 page tax reference guide has all the numbers you need for 2024, from marginal tax rates for each income level, to the new CPP limits, along w/ full corporate integration tax charts! @TaxTemplatesInc
https://t.co/lVDbylESzL

[Tax Templates Inc. @TaxTemplatesInc]

Join TTI's CEO, Jay Goodis on Dec 5th at 12:00 ET for another session of Canadian Tax Matters where he and Kim Moody will discuss owner-manager year-end planning including tax optimization strategies.

https://t.co/CxMX4crWkv

[Tax Templates Inc. @TaxTemplatesInc]

@bkhlady @mikelibbey_ @Fischbooks @TheTaxHeroes @jonrgibson @tallyfor @likeitwasmine @PeterWenSF The new AMT calculations for 2024+ are built in TTI's solutions with the ability to model LCGE claims, the AMT, the recovery, and more @bkhlady. https://t.co/Fu2av7i1BZ

[Ron Butler @ronmortgageguy]

BIG Jump In Canada Bond Yields On Market Open

Fixed Mortgage Rate Increases may not be far behind

This move was expected, Canadian Trading was closed for a Federal Holiday yesterday but the US Market was open and Bond Yields rose South of the Border

What does it mean?

2/

[Tax Templates Inc. @TaxTemplatesInc]

Should business owners use dividends to avoid paying CPP?

As Canada does not have perfect integration, sometimes taxpayers can have their cake and eat it too.

https://t.co/cyrRZjM0Qa

[jamie golombek @JamieGolombek]

NEW REPORT!
Read our latest report that examines the combined tax effects of earning investment income inside a Holdco, taking into consideration both the corporate level tax and the shareholder tax on the distributed dividends. @cibc @TaxTemplatesInc

https://t.co/lyAAHgEhJM

[Tax Templates Inc. @TaxTemplatesInc]

We're excited to share the launch of @CdnTaxMatters a joint venture between @TaxTemplatesInc and @moodystax.

Check out the new website (https://t.co/uJuTgh1f2o), and register for the new course on the new Canada Recovery Hiring benefit with Kim Moody, Jay Goodis, and John Oakey

[Tax Templates Inc. @TaxTemplatesInc]

To help businesses with ongoing CEWS audits (or to confirm the maximum claim), Tax Templates Inc. is making its CEWS worksheet freely available for Periods 1 to 6.

Hopefully this will help small businesses to focus on growth instead of compliance.

https://t.co/sL8NqrlJUn

[Tax Templates Inc. @TaxTemplatesInc]

New CEWS 2.0 worksheet now available.

https://t.co/kzrBkbfbTs

[Tax Templates Inc. @TaxTemplatesInc]

Free Worksheet - Canada Emergency Wage Subsidy

To help Canadian businesses and their advisers calculate this subsidy, Tax Templates Inc. has created a free worksheet that can be downloaded here:
https://t.co/kzrBkbfbTs

#payroll #canadianbusiness #Cdntax #canada #canadajobs

[Tax Templates Inc. @TaxTemplatesInc]

New #TOSI webinar presented by TTI's CEO Jay Goodis. Register here:

https://t.co/upsM2pDCbY

[Dr. Jack Mintz @jackmintz]

One can say what they want about Trump and Republicans but their tax and regulatory policies have put the US on a roll. We need to think how we can jolt the Canadian economy. https://t.co/hKIUhRj1o5

[John Ruffolo @ruffoloj]

Note to all levels of government in Canada. Knock it off with the “advantage” of cheap tech labour!! We have outstanding tech talent and we need to scale-up so we can compete effectively for talent. We are not a branch plant economy!!! https://t.co/qvJb6elgGX

[Bruce Croxon @bruce_croxon]

Sunday am message to #politicians of all stripes. As you give away our money, debate how to tax us, guarantee your own pensions and embarrass us locally and abroad with your ill conceived rhetoric, YOU SAP OUR WILL.

[Bruce Croxon @bruce_croxon]

Could not agree more. We need to wake up. https://t.co/395DAohnlc