Death and Taxes | Episode 47

FinancialPodcast.CA: Interviewing Professionals
Death and Taxes | Episode 47

1) The Terminal Tax Return.
2) The Various Forms of Income.
3) How the CRA Treats RRSP & RRIF Funds.
4) Strategies to Defer Tax on Registered Funds.
5) How the CRA Treats Pension Funds.
6) How the CRA Treats TFSA Funds.
7) How the CRA Treats Capital Property.
8) Strategies to Defer Tax on Capital Property.
9) How the CRA Treats Foreign Property.

Michelle is a member of MNP’s Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals.
Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term.
Michelle’s services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate.
Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada’s In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020.
Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019.

Michelle D. Coleman, CPA, CA, TEP, CEA

DIRECT 780.733.8622
PH. 780.451.4406
FAX 780.454.1908
TOLL FREE 1.800.661.7778
Suite 1600-10235 101St N.W., Edmonton, AB T5J 3G1

General Tax Implications when Investing in Real Estate. Episode 17

FinancialPodcast.CA: Interviewing Professionals
General Tax Implications when Investing in Real Estate. Episode 17

Speaker: Natalie Yunes, BAS, CPA, CGA.

1) How are you taxed differently when holding real estate for a long period of time?
2) Calculation of capital gain or loss in real estate.
3) Correctly expensing costs.
4) The impact of taking money from your RRSP to invest in real estate.
5) Buying real estate personally or through a corporation.
6) Owning real estate in another country.
7) Legal suites.

Natalie Yunes is a tax professional with over 25 years of
diversified tax experience both in the industry and in public
accountancy. She has worked at one of the Big4 firms in corporate,
non-for profit, and personal tax fields. Her expertise includes
reporting, compliance and defense of income tax, international tax and
commodity tax issues.
She holds the following degrees – Bachelor of Business Administration,
Chartered Professional Accountant and a Certified General Accountant.

Natalie can be reached at or (416)-895-7749.