News and resources for Canada's top financial advisors
Tax News
Clients may not realize how much TFSA room they really have.
By Sarah Cunningham-Scharf |August 28, 2014
2 min read
Estate Planning
Avoid common mistakes
By Elaine Blades |August 25, 2014
6 min read
CRA has launched the Business Tax Reminders mobile app for small and medium-sized businesses. The app lets business users create custom reminders and alerts for key CRA due dates related to instalment payments, returns, and remittances.
By Staff |August 22, 2014
1 min read
Industry
Clients donating money to foreign charities may not be eligible for tax credits any more.
By Staff |August 19, 2014
Make sure charitable bequests are honoured.
By John Lorinc |August 18, 2014
7 min read
Planning and Advice
The average family spends more on taxes than on any other household expenses.
By Staff |August 12, 2014
Help clients keep cottages in the family while minimizing tax and eliminating headaches. Here's how to use the principal residence exemption to increase tax savings.
By Sarah Cunningham-Scharf |August 12, 2014
3 min read
Economic Indicators
As an advisor, it’s your job to prepare couples for their worst-case scenarios in the event they split.
By Ted Michalos |August 8, 2014
IIAC wants more contribution room for RRSPs and TFSAs, along with four other budget demands.
By Staff |August 6, 2014
No matter how well someone crafts her estate plan, ex-spouses, disgruntled business partners, estranged children and misguided family members can still challenge her wishes. Estate professionals must anticipate such backlash.
By James Dolan |August 5, 2014
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