News and resources for Canada's top financial advisors
Est. 1998
Tax News
A reader writes: “In 2008, I sold my principal residence and now rent. I own a second residence that I occupy for six months each year, which, since 2008, has been my principal residence. What paperwork is needed to establish its value in 2008, which will be the base for when it is sold in […]
By Staff |October 28, 2016
2 min read
Estate Planning
Help your business-owning clients find the right tax plan
By Jessica Bruno |October 28, 2016
10 min read
Tips to ensure a smooth succession
By Margaret O’Sullivan |October 28, 2016
5 min read
Tax and estate implications of this important exercise
By James and Deborah Kraft |October 28, 2016
6 min read
Life
Understand fair market value and CRA rules
By Jason Pereira and Brian Cabral |October 28, 2016
Planning and Advice
Recent case shows the consequences of not seeking advice
By Jamie Golombek |October 28, 2016
4 min read
It depends on where you’re based.
By Doug Carroll |October 28, 2016
A new generation of Canadians is coming to terms with what it means to be, or to give support to, veterans. There are more than 600,000 Canadian Forces veterans, and their average age is 57. There are also more than 75,000 Second World War veterans and more than 9,000 veterans of the Korean World War. […]
By Jessica Bruno |October 27, 2016
1 min read
The federal government has a host of tax and social programs designed to ease civilian life for those who have served. But getting the full benefit of these initiatives often depends on knowing which applications to file or rules to follow.
It's important for trustees and advisors to understand the applicable investment rules for trusts.
By Keith Masterman |October 27, 2016
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