News and resources for Canada's top financial advisors
Tax News
What you need to know
By Melissa Shin |July 21, 2017
4 min read
Find out the details
By Wilmot George |July 21, 2017
Estate Planning
Expect a flurry of tax planning ahead
July 20, 2017
Economic Indicators
But they agree to consult on intergenerational business transfers
By Staff, with files from The Canadian Press |July 18, 2017
2 min read
If you’re in Ontario, your senior clients who use public transit are eligible for a new tax credit — the seniors’ public transit tax credit. The credit is refundable and equal to 15% of a senior’s eligible public transit costs, and came into effect on July 1, 2017 (i.e., only payments for public transit services […]
By Staff |July 4, 2017
1 min read
How each is taxed, and why
By James and Deborah Kraft |June 30, 2017
5 min read
Buffett discussed the U.S. tax system with PBS Newshour
By Staff |June 29, 2017
3 min read
What to do when your client sells her home.
June 29, 2017
Be sure to comply with new designation rules
Advisors waiting for CRA to clarify how it will treat registered fees paid from open accounts will have to wait a little longer
By Melissa Shin |June 26, 2017
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