News and resources for Canada's top financial advisors
Tax News
Updates after the November Economic Statement.
By Doug Carroll |January 15, 2013
3 min read
Ensure clients know the facts before taking out money.
By Jamie Golombek |January 15, 2013
Canada can’t afford your clients anymore. This is evinced by recent changes to CPP, and a looming increase in OAS eligibility age to 67 for anyone born after 1958.
By Suzanne Sharma |January 14, 2013
9 min read
Estate Planning
Those words strike fear in a business-owner client. Explain you’re there to help.
By John Lorinc |January 14, 2013
7 min read
The U.S. passed The American Taxpayer Relief Act last week. Here’s an overview of the estate tax implications.
By Terry F. Ritchie |January 9, 2013
Industry
Going over the fiscal cliff would have meant significant increases in Americans’ U.S. income and estate tax exposure.
By Terry F. Ritchie |January 8, 2013
When I met with Gordon and Victoria about their upcoming second marriage, they wished to discuss what legacies they wanted to leave to the children they each had in previous marriages.
By Lorne Saltman |January 8, 2013
2 min read
Tax Strategies
As more advisors are assisting families to open these plans, be aware of two specific points.
By Carol Bezaire |January 7, 2013
Economic Indicators
Tax time is right around the corner and with the right advice your clients can minimize what they hand over to the government.
By Staff |January 3, 2013
1 min read
Critics of PRPPs are concerned about low-income workers.
By Vikram Barhat |December 24, 2012
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