News and resources for Canada's top financial advisors
Industry
For the average Canadian, there’s little to gain from the Federal Budget issued yesterday in Ottawa.
By Philip Porado |February 12, 2014
2 min read
The federal government plans to eliminate special tax benefits that arise from applying graduated taxation to testamentary trusts and grandfathered trusts
February 12, 2014
4 min read
You tried to sway the government not to change tax rates, but it didn’t work.
By Melissa Shin |February 11, 2014
The federal government plans to eliminate special tax benefits from applying graduated taxation to testamentary or grandfathered trusts.
February 11, 2014
Estate Planning
Even though the entrepreneurs may realize they’re neither properly equipped nor sufficiently knowledgeable to do deals properly, they don’t want to pay for advice and don’t realize what’s involved with such a transaction.
By Mark Groulx |February 11, 2014
Tax News
Have clients with a budding business in science and technology? The CRA is enhancing the Scientific Research and Experimental Development (SR&ED) Program with the launch of the Self-Assessment Learning Tool (SALT) and the First-Time Claimant Advisory Service (FTCAS).
By Staff |February 10, 2014
1 min read
Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S. domiciled estate. It’s complicated. And what executors don’t know about U.S. reporting regulations and tax laws can hurt them.
By James Dolan |February 7, 2014
3 min read
More than half of Canadians do not have wills, according to estimates. And of those that do, many may be outdated or improperly drafted.
By Margaret O’Sullivan |February 6, 2014
Canadian financial institutions won't be required to report directly to American tax authorities, Finance Minister Jim Flaherty says.
February 5, 2014
Here are some helpful tips to share with clients all year long.
February 4, 2014
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.