Tax

Which of your fees are exempt from sales tax?

Advisors must navigate a series of complicated excise tax rules to ensure they are charging clients correctly

By Rudy Mezzetta |October 4, 2022

4 min read

Withdrawal strategy can help retirees reduce tax hit

Helping clients establish a "hierarchy of withdrawals"

By Rudy Mezzetta |October 3, 2022

2 min read

Power of attorney and incapacity planning: Do you have a plan?

Addressing estate planning’s ignored middle child

By Akua Carmichael |September 23, 2022

3 min read

Court of Appeal upholds sharing of Canadian bank account info with U.S. authorities

FATCA requires banks and other institutions to report information about accounts held by U.S. individuals

By The Canadian Press |September 23, 2022

1 min read