News and resources for Canada's top financial advisors
Estate Planning
The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was made. And, to the extent the donation tax credit is not claimed in that year, it may be carried forward and claimed in any of the donor’s five succeeding taxation years.
By Barry Corbin |April 1, 2012
3 min read
Tax News
As I completed my tax return last month, I found myself amazed at how much the preparation and filing processes have changed since I first became a filer.
April 1, 2012
Industry
Despite its austerity, this budget was a huge boon for disabled clients.
By Melissa Shin |March 29, 2012
4 min read
Market Insights
There’s no question, the biggest piece of news out of the federal budget is increased age at which Canadians will qualify for Old Age Security payments. The good news is that the government has given plenty of notice.
By Staff |March 29, 2012
In Canada as in the United States, the transfer of property from one spouse to the other at death is typically not subject to taxation. The tax rules differ between countries however.
By Francois Bernier |March 28, 2012
5 min read
In August, Warren Buffett challenged the U.S. government with his claim that the rich, himself included, “have been coddled long enough by a billionaire-friendly Congress.”
March 27, 2012
2 min read
Does your client enroll their children in cultural or recreational programs? If so, they should take a second look at the new credits they can receive before filing their return.
By Staff |March 27, 2012
The April 30 tax filing deadline is quickly coming into view. Are your clients prepared? As an advisor you might not think it essential to remind clients about the basics, but the help you can provide cements relationships by letting clients know you’re always looking out for them.
By Michelle Munro |March 26, 2012
6 min read
Filing your return and paying your taxes on time is crucial, the CRA reminds us. If a refund is due, it’s better to get it sooner than later, and filing early helps to avoid possible interest and penalty charges.
March 21, 2012
“Tax audit” is a phrase that ranks with root canal and blind date to cause panic and stress
By Lisa MacColl |March 21, 2012
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