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

Options for investors ... Avoiding a tax return nightmare Eileen Reppenhagen, CGA

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 ... Signup for The TaxLetter and read Eileen's full article every month

Eileen Reppenhagen, CGA, ACG, 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.   All articles are copyright protected.  Most articles are not available for re-print unless you obtain permission from third parties.  Please respect copyright. For more information or permission to re-print please contact  eileen@taxdetective.ca If you obtain permisison to re-print an article, include this tagline:   "Eileen Reppenhagen, CGA is a Certified QuickBooks ProAdvisor and speaks and writes about accounting and tax.  Contact her at www.taxdetective.ca".