Unintended Consequences of Trust Legislation

- CE Drive w/ Jason Watt S05E07

Elaine Tindall CFP CPA joins Jason for a discussion of the pending changes to trust reporting rules and a look at how those rules might impact your clients.

Supplementary Materials:

Elaine Tindall, CPA, CGA, CFP

https://elainetindall.com/

Legislation to make life more affordable and build an economy that works for everyone receives Royal Assent

https://www.canada.ca/en/department-finance/news/2022/12/legislation-to-make-life-more-affordable-and-build-an-economy-that-works-for-everyone-receives-royal-assent.html

Secrets of the FHSA and OAS

https://cedrive.podbean.com/e/secrets-of-the-fhsa-and-oas/

Planning for a child with a disability

https://cedrive.podbean.com/e/planning-for-a-child-with-a-disability/

Property transfer tax

https://www2.gov.bc.ca/gov/content/taxes/property-taxes/property-transfer-tax

Bill C-32: An Act to implement certain provisions of the fall economic statement tabled in Parliament on November 3, 2022 and certain provisions of the budget tabled in Parliament on April 7, 2022

https://www.justice.gc.ca/eng/csj-sjc/pl/charter-charte/c32.html

Case Summary for Pecore v Pecore

https://canliiconnects.org/en/summaries/33319

New rules for trust reporting are coming for 2023 returns

https://www.cpacanada.ca/en/business-and-accounting-resources/taxation/blog/2022/october/new-rules-for-trust-reporting-are-coming#:~:text=The%20new%20regime%20will%20require,subject%20to%20enhanced%20reporting%20requirements.

The New Canadian Trust Reporting Rules

https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/

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