News and resources for Canada's top financial advisors
Estate Planning
If you weren't at this morning's STEP 2014 CRA roundtable on tax, here's what you missed.
By Staff |June 17, 2014
4 min read
Tax News
Advisor.ca is live-tweeting the 16th annual STEP Conference today via @advisorca. Here are the key takeaways from the morning session on U.S. tax exposure.
By Staff |June 16, 2014
2 min read
Rob’s dutifully filed tax returns in Canada and the U.S. But a recent conversation with a friend revealed he’s one of many Americans living in Canada who hasn’t been getting them right due to poor financial advice.
By Dean DiSpalatro |June 16, 2014
6 min read
Industry
Apple, Microsoft, Pfizer and Merck are just some of the U.S. companies with a reputation for keeping cash offshore to save on tax.
By Staff |June 13, 2014
1 min read
Your wealthy clients want to give to charity, but chances are they don’t know how to make efficient donations.
By Jessica Bruno |June 13, 2014
3 min read
CRA has announced the prescribed annual interest rates that will apply to any amounts owed to the CRA and to any amounts the CRA owes to individuals and corporations. These rates will be in effect from July 1, 2014 to September 30, 2014.
By Staff |June 12, 2014
IRS amnesty program to be reviewed.
By Staff |June 10, 2014
Today is the day when the average Canadian family has made enough money to pay its annual taxes, says the Fraser Institute.
By Staff |June 9, 2014
Market Insights
Four times when clients shouldn’t follow conventional wisdom
By Dean DiSpalatro |June 6, 2014
In a precedent-setting decision, the B.C. Supreme Court has ruled CRA has a duty of care to taxpayers.
By Staff |June 5, 2014
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