News and resources for Canada's top financial advisors
Est. 1998
Tax News
If your U.S. taxpayer clients hold Canadian mutual funds outside registered accounts, listen up.
By Terry F. Ritchie and James Sheldon |January 22, 2014
3 min read
Industry
Raymond James Ltd. is launching a payout program for U.S. client referrals from Canadian advisors in a bid to expand its reach south of the border.
By Evelyn Juan |January 21, 2014
Economic Indicators
If the U.S. decided to legalize the substance, it could boost the economy by about $9 billion in taxes.
January 13, 2014
1 min read
If your head hurts when someone mentions FATCA, you’re not alone.
By Dean DiSpalatro |November 20, 2013
IAFP case study deals with a family considering a U.S. move
November 12, 2013
10 min read
The government may have shut down, but Americans still have to file taxes.
By Staff |October 1, 2013
The IRS has clarified how federal tax rules will apply to same-sex married couples who relocate to states that don’t permit same-sex marriage, reports Forbes.com.
By Staff |August 30, 2013
Ted Cruz has just become a famous Canadian -- he’s about to do something few choose to do.
By Terry F. Ritchie |August 23, 2013
The IRS has released a draft version of Form 8966, which banks and other financial institutions will use to comply with FATCA.
By Staff |August 16, 2013
Americans in Canada have six months' reprieve.
By Melissa Shin |July 12, 2013
2 min read
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