News and resources for Canada's top financial advisors
Tax News
The province is doubling the small business grant and introducing a new grant for tourism and hospitality businesses
By Rudy Mezzetta |March 24, 2021
2 min read
The Canada Revenue Agency outlined reporting requirements, credits and more
By Staff |March 24, 2021
Estate Planning
A trustee’s tax liability has limits, a court case suggests
By Doug Carroll |March 23, 2021
4 min read
U.S. taxpayers will have until May 17 to file and pay taxes owing
By Rudy Mezzetta |March 19, 2021
The absence of withholding taxes can create unexpected consequences if no planning is done
By Wilmot George |March 19, 2021
Planning for foreign assets may require multiple documents
By Keith Masterman |March 18, 2021
3 min read
Advisor's Edge
Clients considering the strategy must take extra care
By Rudy Mezzetta |March 12, 2021
Tips for the month ahead
By Jamie Golombek |March 12, 2021
Three steps for assessing eligibility
By Curtis Davis |March 12, 2021
Some estate experts argue changing the law could lead to unintended consequences
By Rudy Mezzetta |March 11, 2021
5 min read
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