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
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
Estate Planning
Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries
By Rudy Mezzetta |June 30, 2023
Government said records were being sought to verify that merchants were obeying tax acts
By Tara Deschamps, The Canadian Press |June 26, 2023
Financial advisors may need to report more things to the Canada Revenue Agency
By Michael McKiernan |June 23, 2023
4 min read
Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules
By Rudy Mezzetta |June 22, 2023
It’s not too early to consider the estate implications if someone dies while holding an FHSA
By Rudy Mezzetta |June 9, 2023
5 min read
Industry
After rising for four consecutive quarters, interest rate charged on overdue tax to stand steady
By Rudy Mezzetta |May 31, 2023
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