News and resources for Canada's top financial advisors
Industry
What do you do if a deceased relative's assets includes worthless stock certificates?
January 25, 2013
3 min read
When clients separate or divorce, they may not think about taxes when dividing property.
By Frank Di Pietro |January 23, 2013
Estate Planning
As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]
By Staff |January 22, 2013
1 min read
Tax News
New red-tape relief for Canadian companies has been announced.
2 min read
The Canada Revenue Agency has announced that Kamloops resident Gary William Mechar was sentenced on January 14, 2013 to four years imprisonment and ordered to pay $276,655 in restitution to two financial institutions.
By Staff |January 21, 2013
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) today issued comprehensive final regulations implementing the information reporting and withholding tax provisions commonly known as the Foreign Account Tax Compliance Act (FATCA). Enacted by Congress in 2010, these provisions target non-compliance by U.S. taxpayers using foreign accounts.
By Staff |January 18, 2013
Personal income tax and benefit amounts are indexed to inflation using Statistic Canada’s CPI each year.
Products
Debt isn’t always negative. Here are some times when it’s a good idea.
By Lisa MacColl |January 18, 2013
Help Canadians decide between RRSPs and TFSAs.
By Staff |January 16, 2013
Make sure business-owner clients have drawn up these documents.
By Mike George |January 15, 2013
6 min read
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