News and resources for Canada's top financial advisors
Planning and Advice
The average family spends more on taxes than on any other household expenses.
By Staff |August 12, 2014
2 min read
Tax News
Help clients keep cottages in the family while minimizing tax and eliminating headaches. Here's how to use the principal residence exemption to increase tax savings.
By Sarah Cunningham-Scharf |August 12, 2014
3 min read
IIAC wants more contribution room for RRSPs and TFSAs, along with four other budget demands.
By Staff |August 6, 2014
1 min read
New baby? Time for a new will, insurance, RESPs and more. I can help you with all that so you don’t lose more sleep than you already have.
By Jessica Bruno |August 5, 2014
The maximum amount of the adoption tax credit increased to $15,000 from $11,774 and applies to adoptions of children under the age of 18 finalized after 2013.
July 30, 2014
This June the IRS modified its offshore disclosure programs to encourage U.S. citizens to come forward and report their assets and mitigate risk of penalty or prosecution.
By Staff |July 30, 2014
Estate Planning
On October 31, the IRS released inflation adjustments for more than 40 tax provisions.
By Terry F. Ritchie |July 25, 2014
A CRA business number simplifies your company’s dealings with the tax department.
By Jessica Bruno |July 24, 2014
Ensure clients are prepared to file new T1135.
By Sarah Cunningham-Scharf |July 23, 2014
Life insurance can play an important role in estate planning. But complexities arise if you’re subject to U.S. estate tax.
By David A. Altro and Jonah Z. Spiegelman |July 20, 2014
4 min read
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