News and resources for Canada's top financial advisors
Tax News
Learn how to claim public transit credits, and work-related car and moving expenses.
By Jessica Bruno |June 19, 2015
2 min read
Planning and Advice
Six years after TFSAs were introduced, many clients still don’t understand how they work, finds a survey by Mackenzie Investments.
By Staff |June 17, 2015
CRA just made life easier for executors administering estates that include unexercised stock options.
By Dean DiSpalatro |June 15, 2015
Want to move your family to the U.S.? Consider an EB-5 investor visa, commonly referred to as the EB-5 green card.
By David A. Altro and Antoine Brosseau Wery |June 12, 2015
4 min read
The offshore trust. Once the estate-planning vehicle of choice for wealthy Canadian families, these structures are now largely off-limits.
By Dean DiSpalatro |June 11, 2015
6 min read
The Senate expense scandal currently sweeping through Parliament Hill is a master class in how not to mix business and personal expenses.
By Staff |June 10, 2015
1 min read
The tampon tax may be gone, but the tampon tariff lives on, and its existence illustrates the red tape all importers face.
For a Canadian-controlled private corporation, the first $500,000 of active business income is generally taxed at low corporate tax rates.
June 9, 2015
Industry
This year’s tax filing deadline for self-employed clients is Monday, June 15.
By Staff |June 8, 2015
Estate Planning
In Canada, trusts have long been considered a mainstay of sound estate planning.
By James Dolan |May 29, 2015
3 min read
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