Suffering from donation procrastination? Here are our strategies for making smart charitable donations.
Don’t be one of thousands of Canadians who neglect the possibilities of Registered Disability Savings Plans.
You get a letter from the CRA saying you owe $100,000 in back taxes. What do you do?
Think CRA got something wrong in your latest tax assessment? Here’s how to dispute it.
Your client gets a letter from the CRA telling her she owes $100,000 in back taxes. How do you help?
What not to do in court
Ian Adams of ScotiaMcLeod suggests the following timeline.
Help your client take on the taxman.
Set aside three years’ worth of retirement income to provide clients with a buffer during market crashes. These funds are separate from what resides in their investment portfolios (normally comprised of stocks, bonds or mutual funds).
Baby boomers are beginning to turn 65, but many may have decided to work longer.