News and resources for Canada's top financial advisors
Est. 1998
Tax Strategies
The Department of Finance is currently considering input from professional bodies in the tax and estate planning community.
By Florence Marino |December 9, 2015
3 min read
Estate Planning
Gifting assets during one’s lifetime is fraught with legal and tax traps
By Elaine Blades |November 27, 2015
4 min read
Industry
Eighty percent of Canadians plan to make a charitable donation in the next 12 months.
By Staff |November 12, 2015
1 min read
Tax News
Donating to charity can be rewarding, both personally and financially.
By Wilmot George |November 10, 2015
Planning and Advice
Montreal Canadiens player P.K. Subban is donating $10 million Montreal General Children’s Hospital, says the NHL.
By Staff |September 16, 2015
Canada has extradited a former tax preparer from Italy to serve a 10-year sentence for tax fraud, CRA says.
By Staff |September 8, 2015
2 min read
Publicly traded securities donated to registered charities are exempt from capital gains tax. The government is now eyeing implementation of a Budget 2015 proposal that would give the same treatment to private company shares and real estate, notes Kim Moody, director at Moodys Gartner Tax Law in Calgary.
By Staff |August 31, 2015
Like compound interest, compounding goodwill means that the efforts you put forward compound and then return back to you in increasing amounts. Here's how we use that to build our brand.
By Craig White and Grant White |July 8, 2015
Last year’s budget changed some of the donation rules, and this article will examine how these changes will impact estate planning.
By Jacqueline Power |May 1, 2015
Few Canadians are claiming the first-time donors super tax credit, reports The Globe and Mail. The credit, which was launched in 2013, lets people donating to registered charities for the first time claim an additional 25% non-refundable tax credit. The Globe says uptake has been just 20% of what the government predicted it would be. […]
By Staff |March 2, 2015
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