News and resources for Canada's top financial advisors
Est. 1998
Tax News
Expanded reporting regime is intended to help the CRA fight aggressive tax planning
By Rudy Mezzetta |July 27, 2023
2 min read
The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter
By Rudy Mezzetta |July 25, 2023
Accountholders' unused TFSA contribution room exceeded the market value of their plans at almost all income levels
By Rudy Mezzetta |July 20, 2023
U.S. critics continue to push for relief for Americans who own seasonal properties in Canada
By James McCarten, The Canadian Press |July 20, 2023
4 min read
Advisors will need to consider whether to report transactions even if they're not required to
By Michael McKiernan |July 12, 2023
3 min read
Strategic withdrawals allow clients to smooth out their income levels over retirement
By Rudy Mezzetta |July 11, 2023
Here’s the status of tax proposals that matter to your clients
By Melissa Shin |July 10, 2023
Estate Planning
Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries
By Rudy Mezzetta |June 30, 2023
Clients may be eager but timing is important
By Charles-Antoine Gohier |June 28, 2023
Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits
By Rudy Mezzetta |June 27, 2023
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