Tax News

FATCA adds to KYC burden for advisors

Do your clients have ties to the U.S.? If you don't know, find out -- quickly.

By Melissa Shin |June 13, 2013

2 min read

Tax avoidance can damage your reputation: STEP chief

People aren’t as averse to paying taxes as they once were. “Twenty years ago both the government and the public as a whole took the attitude that aggressive tax avoidance was fine if it passed muster legally,” David Harvey, chief executive of STEP Worldwide told Advisor.ca during the association’s Toronto conference.

By Dean DiSpalatro |June 12, 2013

3 min read

CRA answers taxpayer questions: STEP

Advisor.ca continues to live-tweet from the 15th annual STEP Conference today via @advisorca.

By Staff |June 11, 2013

3 min read

Golombek talks tax-efficient investments at STEP

Advisor.ca is tweeting live from the Society of Trust and Estate Practitioners (STEP) 15th national Canadian conference. Jamie Golombek, managing director of tax and estate planning for CIBC Private Wealth Management, gives insight on tax-efficient investments.

By Staff |June 11, 2013

2 min read