Tax Strategies

Love and taxes, Part II: Tax and estate planning for two spouses

Tax Strategies

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

By Wilmot George |March 30, 2022

5 min read

All about eligible medical expenses

Tax Strategies

All about eligible medical expenses

Help your client claim these non-refundable tax credits

By Keith Masterman |March 23, 2022

4 min read

No court relief for accidental RRSP overcontribution

Advisor's Edge

No court relief for accidental RRSP overcontribution

A lack of understanding about spousal RRSP limits was no excuse

By Jamie Golombek |March 14, 2022

4 min read

Spousal RRSPs: What you need to know

Advisor's Edge

Spousal RRSPs: What you need to know

Make sure clients don’t run afoul of the attribution rules

By Curtis Davis |March 14, 2022

3 min read