News and resources for Canada's top financial advisors
Estate Planning
If your client’s getting married, she may want to create a marriage contract. That’s because in some jurisdictions there’s a default regime for property division between spouses when the marriage ends, and she may not like the results.
May 6, 2013
3 min read
Industry
The OECD’s crackdown on tax havens is producing results
May 2, 2013
1 min read
Help clients plan for the 2013 tax season despite Canada's crackdown on loopholes.
Tax News
The principal residence exemption (PRE) creates a high degree of planning flexibility
By Jacqueline Power |May 2, 2013
4 min read
When the tax man lets you write off a significant other’s salary
By Jamie Golombek |May 1, 2013
Though it might be tempting to try and cut corners to save money on taxes, "don't do it," says one Florida-based man.
April 30, 2013
Help your client take on the taxman.
By Christopher Mason |April 30, 2013
The IRS has released draft versions of two new tax forms that may apply to your clients.
By Staff |April 29, 2013
Not even President Barack Obama gets the most of his tax returns.
April 26, 2013
More than half of Canadians (55%) have written a will, but very few have included trusts as part of their estate plans, says a new CIBC poll. This is a mistake, since they have countless benefits for your clients.
By Staff |April 24, 2013
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