News and resources for Canada's top financial advisors
Est. 1998
Tax News
Canadians making above $300,000 to contribute 98% of total AMT
By Rudy Mezzetta |September 8, 2023
3 min read
Artificial intelligence is playing a big role in identifying wealthy tax dodgers
By Fatima Hussein, The Associated Press |September 8, 2023
2 min read
Don’t let outdated pension rules threaten your client’s retirement plans
By Lea Koiv and William C. Kennedy |September 7, 2023
5 min read
The CRA said in July that it had let 20 employees go as a result of its CERB investigation
By The Canadian Press |September 1, 2023
1 min read
Economic Indicators
The first $500 top-up was rolled out just before Christmas and distributed $402 million
By Mia Rabson, The Canadian Press |September 1, 2023
4 min read
Tax Strategies
A client scenario illustrates pitfalls to avoid with proper planning
By Matt Trotta |August 30, 2023
Current regulations are outdated and artificially cap contributions
By Lea Koiv and William C. Kennedy |August 25, 2023
Estate Planning
What to know before administering an estate
By Rudy Mezzetta |August 18, 2023
The agency will also be releasing a consolidated T4 slip for FHSA account holders
By Melissa Shin |August 10, 2023
Proposals from the 2023 budget are out for consultation until Sept. 8
By Staff |August 4, 2023
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