News and resources for Canada's top financial advisors
Tax News
The former CRA employee was sentenced to more than 4 years for tax fraud
By Staff |February 28, 2020
2 min read
Taxpayers’ Ombudsman issues 15 recommendations for improving the agency's performance
By Greg Dalgetty |February 21, 2020
Breaking down pension adjustments and other challenges
By Curtis Davis |February 20, 2020
5 min read
The CRA provides a handy list of potential tax benefits and credits
By Staff |February 12, 2020
Clients' tax returns were filed with phoney charitable tax credits, business losses
By Staff |February 10, 2020
Estate Planning
Find out when your client’s investment income could be subject to the tax on split income
By Frank Di Pietro |February 7, 2020
3 min read
Advisor's Edge
A TOSI case study
By Curtis Davis |February 7, 2020
4 min read
A breakdown of who benefits from the federal government’s proposed annuity
By Jim Otar |February 7, 2020
6 min read
Exercising discretion with estate assets in trusts
By James Dolan |February 7, 2020
The latest court case highlights the importance of filing on time
By Jamie Golombek |February 7, 2020
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