My Writing > TL: Options for investors ...

Avoiding a tax return nightmare
15 Sep 2008

Originally Published by The TaxLetter Vol. 26, No. 9, September 2008   www.adviceforinvestors.com

 

Options for investors ...
Avoiding a tax return nightmare


Eileen Reppenhagen


Back in 1993, two new clients of mine owned one mutual fund and a couple of GIC’s.


Fifteen years later their portfolio holds 30 different investments in a variety of accounts. The type of investments vary from stocks, bonds, and closed end funds to flow-through shares and mutual funds.


They also have holdings in joint names, individual accounts, non registered and registered accounts. No one investment account holds more than $100,000.


While there are probably several reasons for letting these investments pile up ...


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Eileen Reppenhagen, Certified QuickBooks ProAdvisor, and Honorary Member of the Institute of Professional Bookkeepers of Canada, writes and speaks about accounting and tax.  She is a regular contributor to Canadian MoneySaver, The TaxLetter and Intuit Canada’s Advisor Advantage.  


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