Bye bye – tax savings on Corporate Class Funds

Bye bye – tax savings on Corporate Class Funds

In the past, when investors dispose traditional mutual funds, they must pay tax immediately on capital gains. Mutual fund industry creates one innovative product for investors’ non-registered accounts. This product is called Corporate class funds. Why it is so...
Do I have to file my tax?

Do I have to file my tax?

It is normal to see some clients have not filed their taxes for a number of years. If you ask why, they may come back with the similar idea: “I don’t make even close to $10,000 a year. It is pointless to complete the tax return.” Well, there are a few points...
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