News and resources for Canada's top financial advisors
Planning and Advice
Testimony in the trial of suspended Conservative Senator Mike Duffy began this week, and his defence lawyer has been using the Income Tax Act to help exonerate his client.
By Staff, with files from The Canadian Press |April 10, 2015
1 min read
Estate Planning
Having a marriage agreement that gives a clear picture of what would happen to each party’s assets is crucial before saying “I do.”
By Evelyn Juan |April 10, 2015
4 min read
Unmarried seniors who’ve never had children will need special attention
By Suzanne Yar Khan |April 10, 2015
8 min read
Most executors perform their duties with integrity and dedication.
By James Dolan |April 10, 2015
The federal government is planning to make the Family Tax Cut permanent, but a busy Parliamentary agenda could scuttle it.
By Jessica Bruno |April 9, 2015
3 min read
Tax News
Last December we reported on tax filing concerns triggered by CRM 2 requirements for 2015. Next year’s requirements also raise tax-related issues, so the Investment Industry Association of Canada (IIAC) has prepared a plain-language tip sheet for advisors.
By Staff |April 6, 2015
Market Insights
Help clients evaluate real estate trends, and prepare for cross-border filing.
By Sarah Cunningham-Scharf |April 2, 2015
For clients who don’t have any reportable income, or who are taking care of eligible dependants, that they should file tax returns anyways.
By Staff |April 1, 2015
What happens when the RESP subscriber—the person who creates and contributes to an RESP—dies before the RESP is fully paid out?
By Floyd Gradley |April 1, 2015
5 min read
Industry
A possible oversight of the 2012 budget has caused civil servants to pay higher taxes, reports CBC News. How? Group sickness or accident insurance plans are now treated as a taxable benefit. The result is that these government employees, who often travel to high-risk areas to do their jobs, are being forced to pay hundreds […]
March 31, 2015
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.