News and resources for Canada's top financial advisors
Tax News
Today’s the last day for clients to file their taxes.
By Staff |May 5, 2014
1 min read
Estate Planning
Many clients wish to leave money to charities after they die.
2 min read
Save tax by donating life insurance with this new CRA rule.
May 2, 2014
You need to hire an assistant. And after interviewing several candidates, you realize your spouse is best suited for the role. As long as he actually works for you and is paid a reasonable salary, you can deduct the wages you pay him from your business income.
3 min read
Sometimes, seemingly good companies don’t make it to sale closing. Here are the primary reasons why transactions fail.
By Mark Groulx |May 1, 2014
4 min read
Economic Indicators
The Ontario government will increase taxes for those making above $150,000.
By Staff, with files from The Canadian Press |April 30, 2014
Industry
Many U.S. advisors are reviewing clients' portfolios due to American tax changes made over the last year.
By Staff |April 24, 2014
If your client sells an asset, she’ll have to pay tax on half her gains. And if another investment lost money, it can offset her capital gains and she’ll only pay tax on half of any remaining profit.
By Jessica Bruno |April 21, 2014
Planning and Advice
How to catch deductions and credits
IRS has reportedly turned to social media in an effort to nail tax cheats, reports Marketplace.
By Staff |April 17, 2014
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