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Ontario Budget 2026 – Highlights

Ontario’s Finance Minister released the 2026 Ontario Budget on March 26, 2026. The budget introduces several tax changes that may affect business owners, investors, and individuals over the next two years. Below is a summary of the most relevant measures. Business Tax...

Introducing Lipton Sugar Inc.

We are pleased to announce that earlier this year, we launched Lipton Sugar Inc., (Lipton Sugar) as our exclusive U.S. income tax practice. Lipton Sugar is led by Jeff Sugar, CPA, CA (Ontario), CPA (Illinois), who brings more than three decades of taxation experience,...

Tax Planning: U.S. Closer Connection Rules

U.S. tax rules utilize the “Substantial Presence Test” (SPT) as a method to determine tax residency. This test counts the number of days that an individual is physically present in the U.S. over a three-year period. For 2025, the SPT formula is calculated as the...

Income Splitting Using Prescribed Interest Rate Loans

Prescribed interest rate loans allow higher income earners to split income with lower income earning family members. The steps involve the higher income earner loaning money directly or via a trust to the lower income earner. The lower income earner then invests the...

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RRSP & TFSA: Tax Planning Update

Tax Planning Update - RRSP/TFSA In order to assist you with your 2017 and 2018 tax planning, we are pleased to provide you with the following information in connection with Registered Retirement Savings Plans (RRSP) and Tax-Free Savings Accounts (TFSA) as follows:...

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Congratulations to our 2017 CFE Graduates

Lipton LLP Chartered Accountants is proud to announce that all six of our writers, Nimesh Ratnarajah, Julie Ann Sedore, Taraneh Rashed, Sierra De Sousa, Mo Du and Cecilia Lam (not pictured), were successful in passing the 2017 Chartered Professional Accountants of...

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Phase-Out of Recaptured ITCs – Reminder

Ontario introduced the Phase-Out of Recaptured ITC rules (RITC) for large businesses effective July 1, 2010. These rules have had the effect of restricting the input tax credits (ITCs) for large businesses related to the provincial component of the Ontario HST for...

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Tax Planning Update – U.S. Closer Connection, Form 8840

U.S. tax rules contain a mathematical formula to determine tax residency. This formula involves counting the number of days that you are physically present in the U.S. over a three-year period. This residency formula is called the Substantial Presence Test (SPT)....

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Ontario Introduces a New 15% Property Tax on Foreign Buyers

As expected, Ontario has announced that effective April, 21, 2017, a new tax of 15% will be payable on the purchase or acquisition of residential property located in specified parts of Ontario by non-resident individuals, foreign corporations and certain taxable...

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2017 Federal Budget Commentary

The Federal Government's 2017-18 Budget gives Canadians a taste of what they might expect over the next couple of years: attempted efficiencies, closed tax loopholes, steady deficits, and a touch of caution. Budget 2017 outlines only $200 million in net new spending,...

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Do you need to complete a US 1040 Personal Tax Return?

The 2016 U.S. tax return for an individual; Form 1040 is due on April 18th, 2017. However, if a U.S. tax person is out of the U.S. on April 18th, the filing due date is automatically extended to June 15th. The extension allowed is for the filing of the tax return but...

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Are you ready for Tax Time?

The May 1, 2017 deadline to file your 2016 personal income tax return is quickly approaching. As a result of changes in tax laws and the ever-increasing complexity in preparing personal tax returns, please gather your required tax information (as outlined in the...

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