News and resources for Canada's top financial advisors
Tax News
The Canada Revenue Agency says it has temporarily cut off public access to its electronic services over security concerns.
By Staff, with files from The Canadian Press |April 9, 2014
4 min read
Estate Planning
Help clients decide how much to leave to kids.
By Staff |April 8, 2014
1 min read
Habitat loss and degradation are the greatest threats to biodiversity in Canada today. Thanks to Environment Canada’s Ecological Gifts Program, with its unique tax advantages, more Canadians can leave a legacy for tomorrow and receive a tax break today.
By Natasha van Bentum |April 7, 2014
2 min read
You have a new client and learn he has a 32-year-old son who still lives at home. The couple has two other adult children who work full-time and are independent, but their eldest refuses to work. Your client provides a monthly allowance and pays his bills, including auto insurance. Since your client is approaching retirement, you’re worried this arrangement will jeopardize his finances.
April 4, 2014
3 min read
If clients plan for final expenses, it’ll make things easier on their children.
By John Lorinc |April 4, 2014
7 min read
A client’s close friend asked him to be her executor. Honoured, he agreed. But now he’s come to you, admitting he doesn’t know what to do. All too often, executors accept the job without understanding the scope of the work, the complexity of the estate or the dynamic of the testator’s family—all of which can make the job more difficult.
By James Dolan |April 4, 2014
Budget 2014 expanded the Kiddie Tax, making it more challenging to split business income with minor children. The new rules apply to the 2014 taxation year onward.
By Stella Gasparro |April 4, 2014
How to handle burial plots and other unexpected assets.
By Camilla Cornell |April 4, 2014
9 min read
Market Insights
What happens when clients own too much of one thing.
By Evelyn Juan |April 4, 2014
6 min read
The Conservative government has tabled legislation to implement key elements of this year’s budget. But it contains more than tax credits.
By Dean DiSpalatro |March 31, 2014
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