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If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties

illustration of magnifying glass and tax forms

Help clients realize a capital loss while maintaining market exposure


Tax tips when tapping the Bank of Mom and Dad

T4A errors should be reported right away

  • By: Staff
  • January 26, 2023 January 26, 2023
  • 15:04
Home For Sale Real Estate Sign in Front of Beautiful New House.

Transactions, including property flipping, require proper tax reporting

tax season

Jamie Golombek reviews the strategies

Use this handy list of tax numbers as a quick reference

  • By: Staff
  • November 18, 2022 November 18, 2022
  • 09:36
Business people holding trophy award after win competitor.

Help clients turn investment losses into a tax win

Financial Advisor Assisting Senior Couple

Helping clients establish a "hierarchy of withdrawals"

senior couple

Help clients prioritize the most tax-efficient assets