News and resources for Canada's top financial advisors
Industry
The one million Americans who live in Canada may face additional tax and reporting considerations regardless of where they call home, or how little time they spend in the U.S.
By Staff |April 9, 2013
3 min read
Life
When clients buy insurance, the Income Tax Act classifies policies as meant for protection, not investment.
April 9, 2013
Tax News
Despite the anxiety that often accompanies tax season, almost half of Canadians take the do-it-yourself approach to doing taxes. There are instances, however, where they need to rely on professional advice.
By Vikram Barhat |April 8, 2013
Planning and Advice
If you’re wondering what’s in the retirement market for you as a financial advisor, the answer is: Plenty.
By Daryl Diamond |April 8, 2013
5 min read
The Canada Revenue Agency provides fast and secure online services.
By Staff |April 3, 2013
1 min read
Canadians are responsible with their taxes. In fact, 94% say they file a personal income tax return each and every year, finds a BMO Nesbitt Burns study.
2 min read
If your clients bought a home in 2012, they may be able to save on their taxes through the first-time homebuyers’ tax credit, says CRA.
The 2013 Budget's proposed changes to character conversion transactions has affected offerings of both Fidelity and Sentry.
By Staff |April 2, 2013
The IRS has made some changes to its new streamlined filing compliance procedures.
April 2, 2013
Do your small biz owner clients have U.S. operations? Then they’ve had to deal with higher rates on several taxes, which were approved by Congress on New Year’s Day. One such change includes increased tax rates on dividends for those with high incomes. And the cost of preparing returns, fine-tuning payroll systems and complying with […]
By Wire services |April 2, 2013
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