Tax

Taxpayers confident their returns maximize savings

Canadians are confident their 2013 tax returns will take advantage of all tax deductions, credits and savings available to them, finds a survey by BMO Nesbitt Burns.

By Staff |March 31, 2014

1 min read

Planning and Advice

Tap your toes through tax season

Need something to keep you motivated while you sift through tax paperwork this weekend?

By Staff |March 28, 2014

1 min read

Industry

CRA may ignore FATCA rules

A leaked document appears to reveal Department of Finance and CRA may deviate from a tax deal struck with the U.S.

By Dean DiSpalatro |March 25, 2014

3 min read

Tax News

Quick tax tips for seniors

Help clients leverage all credits and opportunities.

By Staff |March 24, 2014

1 min read

Estate Planning

Advise clients about potential forced heirship

One of the fundamental goals clients have when they put wills in place is deciding the “who, what, when, where, why and how” of how to pass their property upon death.

By Margaret O’Sullivan |March 21, 2014

3 min read

Industry

Low turnover and in-kind transfers have made ETFs popular with tax-conscious investors and their advisors. Choosing an ETF over a mutual fund generally provides immediate cost and tax savings, but there are additional ways to enhance aftertax returns using ETFs.

By Ioulia Tretiakova |March 21, 2014

4 min read

Tax News

7 handy tax return tips from Golombek

Tell your clients how a little attention to tax rules up front can go a long way to saving time, money and undue complications down the road.

By Staff |March 20, 2014

2 min read

Tax News

Ombudsman sounds alarm over tax-shelter donation schemes

Canada's Taxpayers' Ombudsman, J. Paul Dubé, has released a report calling on CRA to improve communications related to warning the public about tax shelter donation schemes. He also recommended that CRA monitor trends in the structuring of, and investing in, questionable tax schemes and make such information available to the public in a timely manner.

By Staff |March 19, 2014

1 min read

Industry