News and resources for Canada's top financial advisors
Estate Planning
Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules
By Rudy Mezzetta |June 22, 2023
3 min read
Challenges for business-owner clients include taxable disposition and compliance costs
By Matt Trotta |June 21, 2023
5 min read
Tax News
Senate opponents say they will support Bill C-22 even without the amendment
By Rudy Mezzetta |June 16, 2023
Strategies to minimize tax implications, including the FHSA
By Maddie Johnson |June 12, 2023
4 min read
It’s not too early to consider the estate implications if someone dies while holding an FHSA
By Rudy Mezzetta |June 9, 2023
Help your client consider tax-preferential treatment, donation of shares and AMT
By Vivek Bansal |June 6, 2023
The issue of what happens when an FHSA holder dies may need to be dealt with sooner rather than later, for example
By Melissa Shin |May 31, 2023
The holder needs a written agreement to buy or build a home to make a tax-free withdrawal
By Rudy Mezzetta |May 23, 2023
Even homeowners can open an FHSA in some cases
By Rudy Mezzetta |May 19, 2023
If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties
By Frank Di Pietro |May 15, 2023
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.