News and resources for Canada's top financial advisors
Estate Planning
When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.
By Wilmot George |May 26, 2015
4 min read
You just got promoted, and your compensation package includes stock options. To factor them into your plan, you need to understand how options work, how they’re taxed and what happens to them when you die
By Dean DiSpalatro |May 26, 2015
Economic Indicators
Alberta NDP Premier Rachel Notley’s tax plan, which would make new personal tax brackets and raise corporate rates, won’t be enough to balance the budget.
By Staff |May 20, 2015
1 min read
Tax News
CRA has tested its employees’ ability to spot phishing emails, and the results are less than impressive, reports the Globe and Mail.
By Staff |May 15, 2015
Life
3 insurance strategies that will be less effective as of 2017
By Pierre Ghorbanian |May 15, 2015
6 min read
How to report support payments
By Jessica Bruno |May 15, 2015
3 min read
A new federal law allows CRA to share taxpayer information with 13 more government agencies than previously. Under the old rules, CRA could only share this information with the RCMP, CSIS and FINTRAC, and under limited circumstances.
By Staff |May 14, 2015
Clients should know that financial institutions administer their customers’ TFSA accounts differently, and subtle differences could cost accountholders.
By Amin Mawani |May 14, 2015
When the IRS discovers someone’s non-compliant, it sends a notice.
By Dean DiSpalatro |May 8, 2015
European legislators have been trying to require public disclosure of trust beneficiaries
By James Dolan |May 8, 2015
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