Tax

Industry still waiting for best interest clarity

At the National Institute on U.S.-Canadian Securities Litigation in Toronto this week, regulators and litigators discussed industry developments. Best interest standard at a standstill? Panellists expressed concern about the best interest standard’s regulatory uncertainty and unintended consequences for advisors and firms’ business models. For example, the OSC needs to clarify the difference between a best […]

By Michelle Schriver |October 5, 2017

3 min read

All about the disability tax credit

Understand the DTC and how to use it

By David Truong |October 5, 2017

4 min read

CRA explains delay in fee position, previews folio on advantage rules

Consultations extend into 2018

By Melissa Shin |October 3, 2017

3 min read

Problems with Finance’s passive investing proposals

Finance says Canadians who hold passive investments in private corporations get an unfair tax advantage. That view is problematic

By Michelle Connolly |September 29, 2017

10 min read