Tax

How to declare political contributions

There are tax benefits to donating to a political campaign, attending a political fundraiser, or volunteering with a campaign.

By Jessica Bruno |September 11, 2015

2 min read

Taxes and transferring life insurance

When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another

By James and Deborah Kraft |July 30, 2015

2 min read

Action Item: Donation receipts

Help your clients start folders for donation receipts, so they’re easy to locate if CRA requires proof of donations for their returns.

July 9, 2015

1 min read

FATCA reporting for U.S. citizens

The goal of the Foreign Account Tax Compliance Act (FATCA) is to prevent millions of U.S. taxpayers, and the global financial institutions that serve them, from evading U.S. tax on income and assets held outside the U.S.

By Terry Ritchie |June 30, 2015

4 min read