News and resources for Canada's top financial advisors
Tax News
New rules are a welcome change.
By Kevyn Nightingale |December 12, 2014
3 min read
In one of the strangest tax cases in years, an advisor went to court arguing that he should be entitled to claim an income loss of $14,000, and capital loss of $14.8 million, due to the loss of clients.
By Jamie Golombek |December 12, 2014
Estate Planning
How to account for books of business in equalization calculations.
By Neil Maisel and Aaron Franks |December 12, 2014
5 min read
It’s the time of year when wish lists come out — like the pre-budget submissions that go to the House of Commons Standing
By Doug Carroll |December 12, 2014
Planning and Advice
It’s time for clients and business owners to consider how to reduce taxes in April, says EY in a new report. The firm identifies the top ten conversations you should be having with clients before the year ends. These are: 1. How to approach income splitting. Clients should consider splitting loans, given the prescribed interest […]
By Staff |December 11, 2014
2 min read
The IRS has today announced interest rates will remain the same for the calendar quarter beginning Jan. 1, 2015.
By Staff |December 5, 2014
1 min read
Read this if you have an RRSP and have exceeded your contribution limit.
By Jessica Bruno |December 5, 2014
December’s here, and with it comes several tax deadlines.
By Melissa Shin |December 3, 2014
Clients who’ve headed south for the winter may be looking at buying a U.S. vacation home.
By Margaret O’Sullivan |December 1, 2014
Questions that start with "how" aren't always best.
By Rick Gilmour |November 28, 2014
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