News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
Determining how long the client was going to hold the asset is an important factor in the decision
By Rudy Mezzetta |April 30, 2024
5 min read
Tax News
FHSA holders may trigger tax when they overcontribute or hold non-qualified investments
By Rudy Mezzetta |April 26, 2024
3 min read
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
By Melissa Shin and Rudy Mezzetta |April 25, 2024
Mutual fund corporations can pass gains to unitholders
By Melissa Shin |April 25, 2024
Prescribed rate to dip as inflation eases
By Rudy Mezzetta |April 24, 2024
2 min read
While financial advisors are still subject to the rules, the budget change could undermine lawyers' Charter challenge
By Michael McKiernan |April 23, 2024
April 30 deadline looms for 2022 and 2023 UHT returns
By Rudy Mezzetta |April 19, 2024
Move mirrors announcement from the federal budget tabled Tuesday
By The Canadian Press |April 19, 2024
1 min read
PBO said the costs to administer the UHT could "significantly reduce" revenue generated
Qualified investments review could lead to lower costs for investors but also restrictions
By Melissa Shin |April 17, 2024
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