News and resources for Canada's top financial advisors
Tax News
Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more
By Melissa Shin |November 4, 2022
3 min read
The government will delay implementation of new rules that could affect advisors whose clients use aggressive tax planning
By Staff |November 4, 2022
2 min read
The 12-month holding period would reset after the taxpayer took ownership of property
By Rudy Mezzetta |November 3, 2022
The update did not provide details on measures set to take effect soon
By Melissa Shin |November 3, 2022
Tax Strategies
Help clients turn investment losses into a tax win
By Curtis Davis |November 3, 2022
5 min read
The CRA also updated the RRSP dollar limit
By Staff |November 1, 2022
1 min read
Next year's limit can be calculated using CPI data released Wednesday
By Rudy Mezzetta |October 20, 2022
Estate Planning
A widow sued her brokerage firm, alleging it failed to tell her about a change in her husband's accounts
By James Langton |October 19, 2022
Lawyers suggest there are too many unknowns in the process to sway them from more traditional methods
By Michael McKiernan |October 13, 2022
Clients who owe the CRA would be wise to pay even if they dispute the amount, experts say
By Rudy Mezzetta |October 5, 2022
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