News and resources for Canada's top financial advisors
Tax Strategies
What Seinfeld can teach us about the value of staying the course
By Doug Carroll |July 2, 2020
3 min read
Tax News
U.S. taxpayers received greater relief for their retirement accounts
By Jonah Ravel |June 30, 2020
4 min read
The decrease creates new opportunities for tax planning
By Mark Burgess |June 22, 2020
1 min read
Industry
In wake of report, NDP and Green Party renew call for wealth tax
By Greg Dalgetty |June 18, 2020
2 min read
Rules govern coordination with other benefits, repayment
By Jacqueline Power |June 18, 2020
These organizations’ structures dictate CRA compliance and pandemic support
By Rebecca Hett |June 12, 2020
Advisor's Edge
In most cases the additional costs — and headaches — aren’t worth it
By James Dolan |June 12, 2020
A taxpayer was told he owed $4.1 million in taxes
By Jamie Golombek |June 12, 2020
Using historical returns to forecast a recovery
By Jim Otar |June 12, 2020
5 min read
Estate Planning
If clients need liquidity, there are options
By Curtis Davis |June 11, 2020
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