News and resources for Canada's top financial advisors
Industry
In August the Department of Finance released legislative proposals to modernize the life insurance policy tax exemption test.
By Staff |November 11, 2013
1 min read
Economic Indicators
The federal government took in $209 billion in taxes in 2012-2013, up from $199 billion in 2011-2012.
By Staff |November 8, 2013
2 min read
A new Ontario tax rule means business-owning clients should re-evaluate paying themselves dividends.
By Jessica Bruno |November 7, 2013
Tax News
If you missed the deadline to get clients into income splitting loans before the prescribed rate doubled to 2% from 1% last month, you’ve lucked out.
By Jamie Golombek |November 7, 2013
Estate Planning
Most people don’t know the process people in the Mergers and Acquisitions Advisory business undertake when hired to sell a business
By Mark Groulx |November 6, 2013
4 min read
Consider this: Your clients are 27 years old and married. The wife wants to go back to school to get her MBA. She has not used her RESP room because her parents didn’t create one for her, and she attended her undergrad on a full scholarship. So she’s got questions.
By Caroline Hanna |November 5, 2013
3 min read
Help executors avoid disputes over digital family legacies.
November 5, 2013
6 min read
Clients with disabled family members often provide for their care in estate plans
By Margaret O’Sullivan |November 5, 2013
U.S.-based business-owner clients who send staff into Canada may have Canadian tax exposure. Here are two to consider.
By Kevyn Nightingale |November 4, 2013
A collection of tax expert Jamie Golombek's top tips.
November 4, 2013
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