News and resources for Canada's top financial advisors
Est. 1998
Industry
Don’t let the 12-page and eight and a half foot long Disability Tax Credit application form – T2201 – deter you from getting what is rightfully yours. And while you’re at it, let your advisor help you use lucrative tax credits to offset medical costs. The time to understand tax consequences of serious illness is […]
By Vikram Barhat |November 19, 2010
4 min read
No matter what they do, financial advisors are going to get sued. And what’s worse is the court is not a level playing field. An ounce of prevention, therefore, is worth a pound of cure, says Ruth Mercer, senior general adjuster for Crawford & Company (Canada) Inc. Speaking to the audience at the Independent Financial […]
By Vikram Barhat |November 4, 2010
Tax News
Time is fast running out for the patrons of “gifting tax shelters” making questionable charitable donations in the hope of making a fast buck. The Canada Revenue Agency (CRA) is tightening the noose around those who are using questionable tax shelter programmes to claim phoney charitable donations. Such schemes typically give the donor a tax […]
By Vikram Barhat |September 16, 2010
3 min read
Once in a while, it’s refreshing to see a financial advisor take on the Canada Revenue Agency over business expenses and ultimately succeed — in getting at least some originally disallowed expenses permitted.
September 1, 2010
On Thursday morning the Supreme Court of Canada will release its long-awaited and much anticipated decision in Jordan B. Lipson, Earl Lipson v. The Queen. Jamie Golombek, now managing director of tax and estate planning at CIBC Private Wealth Management, has been covering this issue for the Advisor Group since the Tax Court of Canada […]
By Kate McCaffery |January 7, 2009
2 min read
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