News and resources for Canada's top financial advisors
Industry
Update clients on the following credits, which could reduce the amount they owe at tax time, says CRA.
By Staff |February 19, 2013
3 min read
Tax News
If you work with dual citizens of Canada and the United States, it’s important to be aware of the unique financial, tax and estate planning issues these clients face. Given the recent tax changes in the United States, these clients and their advisors will need to be ahead of the curve.
By Terry F. Ritchie |February 19, 2013
7 min read
Planning and Advice
What advisors need to know about pension adjustments.
By Dean DiSpalatro |February 19, 2013
11 min read
There can be tax advantages to donating money to a charity at death, but don’t let your clients waste those advantages.
By Barry Corbin |February 13, 2013
Appeal court reverses trial decision
By Doug Carroll |February 12, 2013
CRA is cracking down on late filers and penalties are stiff
By Jamie Golombek |February 12, 2013
U.S. citizens in Canada have more to worry about
By Kevyn Nightingale |February 12, 2013
4 min read
The primary aim of RRSP investments is to save for clients' retirements.
By Staff |February 11, 2013
2 min read
TFSAs are effective saving tools, but clients don’t always understand them.
By Suzanne Sharma |February 7, 2013
The Certified General Accountants Association of Canada (CGA-Canada) today launched its 2013 tax portal, a national one-stop resource for personal tax information. Designed for both the public and business professionals, the portal features access to the 2012-13 personal tax planning book, key filing deadlines, links to advice and news articles, and a link to a […]
By Staff |February 6, 2013
1 min read
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