News and resources for Canada's top financial advisors
Tax News
New homeowner clients should take advantage of two boosts from CRA.
By Staff |March 12, 2014
1 min read
Canada and the U.S. are implementing new border rules, and how officials will track travel has serious implications for snowbirds.
Industry
About 3,000 American expats are renouncing their citizenship because of complicated tax structures, says CNN Money.
March 11, 2014
If you’re going through a divorce or separation, you need to think about taxes when dividing property.
March 10, 2014
3 min read
Planning and Advice
Does hiring family make sense? It depends on their skills and how it might affect family dynamics. But it can be smart from a financial perspective.
By Stuart Foxman |March 7, 2014
Estate Planning
Prepare clients for all costs of owning, renting or selling property.
By Suzanne Yar Khan |March 7, 2014
7 min read
One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?
By Rosemary Smyth |March 7, 2014
2 min read
The CDA is a powerful tax-planning tool
By Stella Gasparro |March 7, 2014
Heed these tax and planning tips before hiring family.
By Stuart Foxman |March 6, 2014
Ask your business-owning clients whether they cloud compute—it could have implications for their tax returns, says EY in a report.
By Staff |March 5, 2014
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.