News and resources for Canada's top financial advisors
Tax
Small businesses should cheer the 2015 Budget.
By Melissa Shin |April 22, 2015
2 min read
Financial Planning
Changes in the 2015 federal budget impact how you can save for retirement, buy a home, save for your kids’ educations, and more.
By Staff |April 22, 2015
1 min read
If you're paying off student loans, adopting, or raising a family, don't miss these tax savings.
By Jessica Bruno |April 7, 2015
If you rent out your Florida vacation home, have a Wall Street portfolio, or own other foreign assets worth more than $100,000, CRA wants to know about them.
By Francois Bernier |April 7, 2015
4 min read
An alter ego trust (AET) can be useful for Canadian residents 65 or older who want to avoid probate tax on transfer of assets.
By David A. Altro and Heela Donsky |April 3, 2015
3 min read
Make sure to track expenses carefully.
By Jessica Bruno |April 1, 2015
If you’ve only recently found out you or your spouse are considered a U.S. taxpayer, you may have failed to report income and pay tax.
By David A. Altro |March 29, 2015
5 min read
Jodi and Alex* live in a four-bedroom home in Windsor, Ont., with their two sons, but want to invest in a one-bedroom condo in Toronto.
By Evelyn Juan |March 28, 2015
If you deal with bitcoins, report them to CRA properly
By Jessica Bruno |March 27, 2015
Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S.-domiciled estate.
By James Dolan |March 23, 2015
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