News and resources for Canada's top financial advisors
Tax News
Winning damages isn’t guaranteed
By Doug Carroll |March 20, 2015
3 min read
A common question about pensions is, “Should you take your pension or opt for a lump sum, which can then be (partially) transferred into a locked-in retirement account?”
February 27, 2015
Tax Strategies
Clients are beginning to receive their T4s, T5s, T3s and RRSP contribution slips in the mail, so tax filing will soon be top of mind.
By Frank Di Pietro |February 20, 2015
5 min read
Planning and Advice
A recent case questions the rules
By Jamie Golombek |February 20, 2015
Beware of tax preparer receipt schemes
By Doug Carroll |January 23, 2015
Fraudulent donation tax schemes continue to tempt Canadians, despite Canada Revenue Agency’s repeated warnings.
January 23, 2015
2 min read
In one of the strangest tax cases in years, an advisor went to court arguing that he should be entitled to claim an income loss of $14,000, and capital loss of $14.8 million, due to the loss of clients.
By Jamie Golombek |December 12, 2014
It’s the time of year when wish lists come out — like the pre-budget submissions that go to the House of Commons Standing
By Doug Carroll |December 12, 2014
Beware the temptation to have profits on securities transactions taxed as capital gains, rather than as business income.
November 27, 2014
4 min read
CRA’s going after people who cross the line
By Jamie Golombek |November 26, 2014
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