Rudy Mezzetta

Rudy is a senior reporter for Advisor.ca and its sister publication, Investment Executive. He has been reporting on tax, estate planning, industry news and more since 2005. Reach him at rudy@newcom.ca.

Tax News

CRA announces prescribed rate for Q3

Agency confirms the interest rate Canadians must pay on overdue tax will drop to 9%

By Rudy Mezzetta |May 28, 2024

2 min read

Tax Strategies

Cap gains hike will hit estate-planning trusts hard

Capital gains not flowed out to beneficiaries are "trapped" in the trust at death

By Rudy Mezzetta |May 17, 2024

4 min read

Industry

CI reports retail fund outflows of $1.3 billion in Q1

Firm posts $154.4-million loss as investors exit balanced funds, cash-like products

By Rudy Mezzetta |May 10, 2024

3 min read

Tax Strategies

Principal residence exemption: choosing which home to claim

Homeowners must now consider the proposed higher capital gains inclusion rate

By Rudy Mezzetta |May 7, 2024

4 min read

Tax News

Tax group asks feds to allow deemed sales ahead of capital gains change

Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says

By Rudy Mezzetta |May 6, 2024

3 min read

Tax Strategies

Don’t rush to sell assets due to higher inclusion rate, experts say

Determining how long the client was going to hold the asset is an important factor in the decision

By Rudy Mezzetta |April 30, 2024

5 min read

Tax News

CRA releases FHSA return for taxes owing

FHSA holders may trigger tax when they overcontribute or hold non-qualified investments

By Rudy Mezzetta |April 26, 2024

3 min read

Tax News

Feds to give CRA new powers to compel data from taxpayers

The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance

By Melissa Shin and Rudy Mezzetta |April 25, 2024

3 min read

Tax News

CRA to charge 9% interest on overdue tax in Q3

Prescribed rate to dip as inflation eases

By Rudy Mezzetta |April 24, 2024

2 min read

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