News and resources for Canada's top financial advisors
Estate Planning
The recent decision of the Supreme Court of Canada in the Garron Family Trust establishes rules on trust residence.
By Vikram Barhat |April 13, 2012
2 min read
Tax News
Recently, several advisors and clients have asked us about the so-called snowbird visa being proposed in the U.S. A cross-border financial-planning firm has been strongly encouraging Canadian snowbirds to contact U.S. senators, congresspeople and sponsors of this bill to push the proposed legislation forward.
By Terry Ritchie |April 13, 2012
5 min read
Economic Indicators
U.S. President Barack Obama has made the case that whoever wins the upcoming election will face an economy still recovering from the “worst economic calamity since the Great Depression” and many Americans will still be looking for jobs and lacking financial security.
April 10, 2012
As I completed my tax return last month, I found myself amazed at how much the preparation and filing processes have changed since I first became a filer.
April 1, 2012
3 min read
Industry
Despite its austerity, this budget was a huge boon for disabled clients.
By Melissa Shin |March 29, 2012
4 min read
Market Insights
There’s no question, the biggest piece of news out of the federal budget is increased age at which Canadians will qualify for Old Age Security payments. The good news is that the government has given plenty of notice.
By Staff |March 29, 2012
In August, Warren Buffett challenged the U.S. government with his claim that the rich, himself included, “have been coddled long enough by a billionaire-friendly Congress.”
March 27, 2012
Does your client enroll their children in cultural or recreational programs? If so, they should take a second look at the new credits they can receive before filing their return.
By Staff |March 27, 2012
The April 30 tax filing deadline is quickly coming into view. Are your clients prepared? As an advisor you might not think it essential to remind clients about the basics, but the help you can provide cements relationships by letting clients know you’re always looking out for them.
By Michelle Munro |March 26, 2012
6 min read
Filing your return and paying your taxes on time is crucial, the CRA reminds us. If a refund is due, it’s better to get it sooner than later, and filing early helps to avoid possible interest and penalty charges.
March 21, 2012
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