News and resources for Canada's top financial advisors
Tax News
Tax on share buybacks, new family biz transfer rules and employee ownership trusts became effective New Year's Day
By Rudy Mezzetta |January 2, 2024
3 min read
Fewer than 2% of UHT returns have involved tax owing
By Rudy Mezzetta |December 20, 2023
The relief could be good news for U.S. persons in Canada
By Fatima Hussein, The Associated Press and Staff |December 20, 2023
2 min read
Find out if your client is subject to the requirements
By Vivek Bansal |December 13, 2023
Officials have no room to distinguish between cases driven by aggressive tax planning and those involving legitimate uncertainty
By Michael McKiernan |December 8, 2023
Bill C-59 addresses issues flagged in the draft legislation
By Rudy Mezzetta |December 7, 2023
Estate Planning
Make sure cross-border clients know the rules and avoid a tax surprise
By Curtis Davis |December 5, 2023
4 min read
Justices voiced concerns that a case challenging a provision of the 2017 tax bill would threaten other provisions of the tax code
By Mark Sherman, The Associated Press |December 5, 2023
Many clients will have a reporting obligation and not know it
By Rudy Mezzetta |December 1, 2023
Starting next year, LCGE on sale of small biz shares and farm or fishing property will match
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