News and resources for Canada's top financial advisors
Tax News
More than 1,000 Americans chose to renounce their citizenships between January and March 31, according to the IRS.
By Jessica Bruno |June 19, 2014
2 min read
Estate Planning
The second STEP 2014 session from today was about Canadian trust issues for non-resident beneficiaries. Here are some of our live tweets.
By Staff |June 17, 2014
3 min read
If you weren't at this morning's STEP 2014 CRA roundtable on tax, here's what you missed.
4 min read
Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are the key takeaways from the morning session on U.S. tax exposure.
By Staff |June 16, 2014
Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are some key takeaways from morning sessions on insurance and trust and estate law.
Rob’s dutifully filed tax returns in Canada and the U.S. But a recent conversation with a friend revealed he’s one of many Americans living in Canada who hasn’t been getting them right due to poor financial advice.
By Dean DiSpalatro |June 16, 2014
6 min read
Clients should simultaneously grow estates and outline wealth transfers
June 16, 2014
7 min read
Industry
Apple, Microsoft, Pfizer and Merck are just some of the U.S. companies with a reputation for keeping cash offshore to save on tax.
By Staff |June 13, 2014
1 min read
Your wealthy clients want to give to charity, but chances are they don’t know how to make efficient donations.
By Jessica Bruno |June 13, 2014
CRA has announced the prescribed annual interest rates that will apply to any amounts owed to the CRA and to any amounts the CRA owes to individuals and corporations. These rates will be in effect from July 1, 2014 to September 30, 2014.
By Staff |June 12, 2014
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