Understand which one offers a planning opportunity
Find out the details
How do new PRE rules introduced in October 2016 change things?
Make sure clients don't accidentally run afoul of the attribution rules
The options for dealing with excess TFSA amounts.
We look at key aspects of the superficial loss rule and identify a common pitfall for clients in employee share purchase plans.
In response to recent market volatility, some investors are considering tax-loss selling. Make sure they heed these two rules.
Donating to charity can be rewarding, both personally and financially.
As Canada’s baby boomers settle into retirement, many are being caught off guard by their complex financial situations
When an RRSP annuitant dies, it’s often possible to roll over the RRSP to a beneficiary on a tax-deferred basis.