Designating the surviving spouse or common-law partner as the successor holder of the Tax Free Savings Account “TFSA” simplifies the administration of transferring the account upon the death of the decedent. A successor holder may only be a spouse or common-law partner. All provinces and territories in Canada, except Quebec,…
Designating a successor for the TFSA
By John OakeycloseAuthor: John Oakey
Name: John Oakey
Email: jfoakey@bakertilly.ca
Site: https://www.bakertilly.ca/en/btc/professionals/national-halifax/john-oakey
About: National Tax Director for Baker Tilly Canada. John has extensive experience with Canadian corporate and personal income taxes with specialization in the areas of corporate reorganizations, estate planning, succession planning and tax compliance. He also has significant experience dealing with GST/HST issues and U.S. citizen cross-border tax reporting issues.See Authors Posts (34) • January 11, 2022 • 1 Comment
Email: jfoakey@bakertilly.ca
Site: https://www.bakertilly.ca/en/btc/professionals/national-halifax/john-oakey
About: National Tax Director for Baker Tilly Canada. John has extensive experience with Canadian corporate and personal income taxes with specialization in the areas of corporate reorganizations, estate planning, succession planning and tax compliance. He also has significant experience dealing with GST/HST issues and U.S. citizen cross-border tax reporting issues.See Authors Posts (34) • January 11, 2022 • 1 Comment