News and resources for Canada's top financial advisors
Estate Planning
Wannabe franchise owners pose a special challenge, says David Wilton, director of small business for Scotiabank.
By Lisa MacColl |December 10, 2012
2 min read
President Obama’s re-election may mean higher taxes for Americans in Canada and Canadians with American property. Why?
By Terry F. Ritchie |December 4, 2012
4 min read
Economic Indicators
This year Canada places 8th overall when it comes to ease of paying taxes for businesses, according to Paying Taxes 2013, a joint study from PwC, the World Bank and the International Finance Corporation (IFC) that looks at tax regimes in 185 economies.
By Staff |December 3, 2012
1 min read
Industry
As the year winds down, your clients’ thoughts turn to taxes. Or not. The point, though, is that they should; because any tax issues they clear up late in 2012 or early in 2013 will mean savings throughout the coming year. As you prepare for year-end meetings, phone calls or other communications with clients, here […]
A dairy farm owner wanted to hand the operation to his son. But the two argued often, and dad wondered if they shared the same goals.
By Suzanne Sharma |December 3, 2012
Tax News
With at least three decades to go before retirement, Josh’s portfolio is invested in global mutual funds, commodity stocks and specialty funds. Through diligent saving, he has managed to put away $110,000.
By Lisa MacColl |December 3, 2012
5 min read
If your client’s wife only left him a quarter of her estate, and little or no life insurance or other benefits on her death, he may be entitled to more.
December 3, 2012
3 min read
Doctors, Dentists, lawyers and other professionals make great clients. They’re usually high income earners with steady and predictable cash flow. Most will fund their own retirements, so they want capital preservation. One surefire preservation method is to save on taxes. Here’s how.
By Stella Gasparro |December 3, 2012
Succession planning is essential to a business’s survival. Once your client’s ready to talk about letting go, help him identify his successor. This allows an aging owner to retire on short notice; for instance, if a sudden health issue arises.
Many hardworking citizens feel the tax system is unfair, but they're luckier than they think.
By Wire services |November 30, 2012
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.