News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Do you have a Canadian client who is planning to move south of the border? Then here’s some good news. He can apply for OAS in the U.S. and won’t be subject to the standard clawback thanks to the Canada-U.S. Treaty. “Sometimes people don’t apply for [OAS] after they move to the U.S. because they […]
By Suzanne Sharma |September 1, 2012
2 min read
U.S. taxes are set to go up next year—and may become even higher than ours.
By Staff |August 17, 2012
Tax News
The capital gains exemption is one of the most valuable tax incentives provided to shareholders of private corporations in Canada
By Frank Di Pietro |July 24, 2012
3 min read
For couples, living together can affect taxes. Tax laws in Canada are the same for common-law partners as they are for married couples, says Hélène Marquis, Regional Director of World Advisory Services at CIBC.
By Martha Porado |June 14, 2012
1 min read
The income tax act provides that a charitable gift gives rise to a donation tax credit in the calendar year in which the gift was made. And, to the extent the donation tax credit is not claimed in that year, it may be carried forward and claimed in any of the donor’s five succeeding taxation years.
By Barry Corbin |April 1, 2012
Every year, the federal government awards approximately $4 billion to Canadian companies making Scientific Research & Experimental Development(SR&ED) claims. However, the SR&ED program can be complicated and confusing.
By Ryan Mackiewich |December 1, 2011
5 min read
Here's a question to see how closely you've been reading my column. How many of you remember Ashley, the prototypical echo boomer profiled in December 2010?
By Michelle Munro |October 31, 2011
6 min read
Tax Strategies
Tuition fees for undergraduate programs continue to rise in Canada
By Frank Di Pietro |September 20, 2011
Conventional wisdom says clients should contribute as much as possible to an RRSP and wait as long as possible to start taking withdrawals.
By Jason Heath |September 12, 2011
Industry
An Angus Reid survey commissioned by Capital One and CanadaHelps shows 65% of Canadians are worried about fraudulent charities, a 14% jump from the results of a 2009 survey. This skepticism, combined with the difficulty of recovering donations made to fraudulent charities, led 53% of respondents to say they are less likely to give to […]
By Dean DiSpalatro |February 25, 2011
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.