News and resources for Canada's top financial advisors
Tax News
Beware of tax preparer receipt schemes
By Doug Carroll |January 23, 2015
3 min read
How to report Registered Disability Savings Plans
By Jessica Bruno |January 23, 2015
Estate Planning
Eliminate double taxation at death on private company shares
By Elaine Blades and Kevin Tran |January 23, 2015
5 min read
Fraudulent donation tax schemes continue to tempt Canadians, despite Canada Revenue Agency’s repeated warnings.
January 23, 2015
2 min read
Before gifting assets, clients need to understand the consequences
By James Dolan |January 20, 2015
8 min read
If you’re like a lot of Canadians who are buying U.S. property while prices are affordable, you might benefit from some pointers on the best ownership structure.
By David A. Altro |January 19, 2015
4 min read
Pension splitting allows you to split up to half of your pension income with a spouse or partner. This can result in substantial tax savings if your spouse is in a lower tax bracket.
January 15, 2015
Budget cuts mean the Internal Revenue Service doesn’t have enough money to run properly, Commissioner John Koskinen admits.
By Staff |January 14, 2015
1 min read
Economic Indicators
Falling oil prices mean the federal government may not come through on its projected surplus in 2015.
By Staff |January 13, 2015
Planning and Advice
With the advent of CRM2, investors will know the exact dollar amount paid in fees to his or her financial advisor at the end of each year
By Francois Bernier |January 9, 2015
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