News and resources for Canada's top financial advisors
Industry
The Investment Industry Association of Canada (IIAC) has sent CRA a comment letter on the new T1135 form, identifying issues of “immediate urgency” and suggesting some of the new requirements will be “impossible” to satisfy.
By Staff |December 6, 2013
1 min read
Tax News
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]
By Justin Bender and Dan Bortolotti |December 5, 2013
17 min read
Economic Indicators
Farmers can claim cat and dog food as a business expense if those animals keep pests away from their crops. Check out these other surprising tax deductions.
By Staff |December 4, 2013
Products
Carol Bezaire, vice-president of tax and estate planning at Mackenzie Investments, breaks it down. It’s clear why the government targeted these funds: their derivative structure means CRA gets less than if investors bought bonds directly.
By Dean DiSpalatro |December 3, 2013
4 min read
With 2013 coming to a close, it’s a good time to see if you’ve done everything possible to minimize the tax bite for clients and maximize their net earnings. Part of that’s done with tax-loss harvesting. After ensuring the sale fits your client’s portfolio goals, check these eight things.
By Stella Gasparro |December 3, 2013
3 min read
CRA is reminding taxpayers and registrants that they have until December 31, 2013, to make a taxpayer relief request related to 2003.
By Staff |November 29, 2013
2 min read
Canada has dropped 11 spots since last year on the University of Calgary School of Public Policy’s annual review of global tax competitiveness.
By Staff |November 27, 2013
Estate Planning
Jim Love, the chair of the Royal Canadian Mint helped arrange the transfer of millions of dollars from the descendents of a former prime minister to offshore tax havens, CBC reports.
Here’s what to do when your client’s parents dies intestate
By John Lorinc |November 27, 2013
7 min read
If your head hurts when someone mentions FATCA, you’re not alone.
By Dean DiSpalatro |November 20, 2013
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.