News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Estate planning techniques to consider
By Margaret O’Sullivan |January 27, 2017
4 min read
Tax News
Factors to consider
By Doug Carroll |January 27, 2017
5 min read
What happens when the foreign tax credit is denied
By Jamie Golombek |January 27, 2017
Why read this? Your client is a B.C. logger or resident. What to do Claim the Logging Tax Credit If your client paid provincial logging tax, she may be able to claim a federal credit. The credit is the lesser of either 6.6667% of her logging income for the year, or two-thirds of the provincial […]
By Jessica Bruno |January 27, 2017
Third time isn’t a charm for the CRA’s business inquiries phone line. As part of its red tape awareness week, the Canadian Federation of Independent Business (CFIB) has conducted its third secret shopper evaluation of CRA’s call centre, giving it a grade of C-minus. Read: CRA tweaks process for accessing online tax info of businesses […]
By Staff |January 26, 2017
2 min read
Industry
Taxes can be confusing for anyone in Canada, and more so if you’re new to the country. Read: This chart shows where your next clients will come from But if your client is a newcomer, don’t let him put off the taxman. Your client must file a return to receive a refund or to take […]
By Staff |January 23, 2017
If it's public, it's fair game.
By Staff |January 19, 2017
1 min read
Planning and Advice
Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential tax numbers Read: Navigate RRSP attribution rules Read: CRA tweaks process for accessing online tax info of businesses
By Staff |January 18, 2017
CRA has changed how you're able to gain access to a business' online tax information.
By Staff |January 10, 2017
Wealthsimple has launched a new pricing structure called Wealthsimple Black for clients who invest $100,000 or more.
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