News and resources for Canada's top financial advisors
Tax Strategies
CRA provides guidance on virtual money
By Doug Carroll |December 10, 2013
3 min read
Tax News
Make sure clients can claim donations
By Jamie Golombek |December 10, 2013
Penalties are harsh, so make sure clients include it correctly
By Jamie Golombek |November 12, 2013
If you missed the deadline to get clients into income splitting loans before the prescribed rate doubled to 2% from 1% last month, you’ve lucked out.
By Jamie Golombek |November 7, 2013
2 min read
Estate Planning
Owners of private companies are often unaware of the potential for double taxation on death. The following case study will demonstrate how critical careful estate planning is for avoiding this punitive outcome.
By Wilmot George |November 1, 2013
6 min read
Entrepreneurs are leaving money on the table
By Doug Carroll |October 16, 2013
A recent court case provides some guidance
By Jamie Golombek |October 16, 2013
Five lost tax and estate planning opportunities for entrepreneurs
By Doug Carroll |September 17, 2013
Planning and Advice
Retirement is idealized in advertisements as a time of comfort and leisure.
By Michelle Munro |August 26, 2013
As superhero movies take over the box office, clients can do their part to help humanity by using the new First-Time Donor’s Super Credit (FDSC). How the tax code treats donations
By Frank Di Pietro |July 22, 2013
4 min read
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