News and resources for Canada's top financial advisors
Tax News
New baby? Time for a new will, insurance, RESPs and more. I can help you with all that so you don’t lose more sleep than you already have.
By Jessica Bruno |August 5, 2014
3 min read
The maximum amount of the adoption tax credit increased to $15,000 from $11,774 and applies to adoptions of children under the age of 18 finalized after 2013.
July 30, 2014
1 min read
This June the IRS modified its offshore disclosure programs to encourage U.S. citizens to come forward and report their assets and mitigate risk of penalty or prosecution.
By Staff |July 30, 2014
2 min read
Estate Planning
On October 31, the IRS released inflation adjustments for more than 40 tax provisions.
By Terry F. Ritchie |July 25, 2014
A CRA business number simplifies your company’s dealings with the tax department.
By Jessica Bruno |July 24, 2014
Ensure clients are prepared to file new T1135.
By Sarah Cunningham-Scharf |July 23, 2014
Life insurance can play an important role in estate planning. But complexities arise if you’re subject to U.S. estate tax.
By David A. Altro and Jonah Z. Spiegelman |July 20, 2014
4 min read
Economic Indicators
American Treasury Secretary Jacob Lew is pushing Congress to pass rules that stop corporate tax inversions.
By Staff |July 16, 2014
Which business expenses don’t belong on your tax return?
By Jessica Bruno |July 16, 2014
Big changes to CRA’s rules for testamentary trusts take effect in 2016.
By Frank Di Pietro |July 14, 2014
5 min read
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