News and resources for Canada's top financial advisors
Tax News
When the IRS discovers someone’s non-compliant, it sends a notice.
By Dean DiSpalatro |May 8, 2015
6 min read
Estate Planning
European legislators have been trying to require public disclosure of trust beneficiaries
By James Dolan |May 8, 2015
4 min read
Ensure clients understand tax implications
8 min read
Planning and Advice
Nearly 60% of Canadians are expecting a tax refund, with almost one out of four planning to use it to pay down debt.
By Staff |May 6, 2015
2 min read
A look at how millennials will spend their tax refunds, versus Canadians overall.
By Staff |May 5, 2015
Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.
By Jacqueline Power |May 1, 2015
CRA is extending the tax deadline to May 5 because the agency accidentally told some tax preparers the wrong date.
By Staff |April 28, 2015
1 min read
Industry
Tell clients not to worry about the possibility of repaying part of their $10,000 TFSA contributions, say industry experts.
By Jessica Bruno |April 24, 2015
3 min read
You know you should be wary of what's posted online when you're looking for jobs. But did you know that rule also applies when you’re filing taxes?
By Staff |April 24, 2015
Increasingly onerous U.S. income tax filing and reporting obligations, combined with scrutiny of foreign accounts under FATCA, has led many American citizens living in Canada to consider renouncing their U.S. citizenship.
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