News and resources for Canada's top financial advisors
Tax News
Over the next few weeks, most Canadians will have to face their tax bill. However, there are some changes and credits that may help your clients pocket some extra savings.
March 20, 2012
2 min read
The U.S. investment reporting rules just got a whole lot more stringent. The IRS has been relentless in going after U.S. citizens owning foreign assets.
By Vikram Barhat |March 16, 2012
5 min read
Industry
There are several changes and updates to the tax code that your clients should be made aware of before they file their 2011 tax returns.
March 14, 2012
As the deadline approaches, efforts are mounting to make tax filing experience a little less burdensome for do-it-yourselfers.
By Vikram Barhat |March 13, 2012
1 min read
With several weeks left before the April 30 filing deadline, it might be a good time to call your clients in to discuss tax planning.
By Staff |March 12, 2012
3 min read
With the 2011 income tax deadline approaching, your clients are looking for ways to keep money in their pockets. The question is: Have they planned ahead, and are you prepared to help?
March 9, 2012
Estate Planning
If your clients are interested in philanthropy, these resources will help you help them.
By Christopher Mason |March 9, 2012
Would increased CPP actually increase savings?
March 1, 2012
Should parents let children know they’re in the will?
By Elaine Blades |March 1, 2012
7 min read
Points to think about when discussing ITFs with your clients
By Carol Bezaire |February 13, 2012
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