News and resources for Canada's top financial advisors
Tax Strategies
Help clients get the maximum benefit from these accounts
By Wilmot George |October 10, 2023
6 min read
Estate Planning
Only half of the donation tax credit can be applied against the AMT, down from 100%
By Rudy Mezzetta |October 3, 2023
4 min read
Tax News
Case study explains the consequences
By Curtis Davis |September 27, 2023
3 min read
Clients may be more open to discussing serious illness planning than death planning
By Melissa Shin |September 26, 2023
Tax agency releases underused housing tax self-assessment tool
By Rudy Mezzetta |September 25, 2023
2 min read
Broad estimates and generous assumptions may mean the APP is less viable than it seems
By Rudy Mezzetta |September 22, 2023
The Federation of Law Societies of Canada argued that the new regime violates the Charter of Rights and Freedoms
By Michael McKiernan |September 15, 2023
The federal government also is calling on grocers to stabilize prices
By Dylan Robertson, The Canadian Press |September 15, 2023
The Canada Revenue Agency's extended deadline to file a UHT return and pay any tax is approaching
By Rudy Mezzetta |September 12, 2023
Tax lawyers express concerns about overreach as Ottawa proposes to revamp the general anti-avoidance rule
By Michael McKiernan |September 12, 2023
5 min read
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