Tax Tips

Love and taxes: What the CRA needs to know about your intimate relationships

Completing the T1’s marital status isn’t always straightforward

By Wilmot George |November 30, 2021

3 min read

Help your client with tax-efficient charitable giving

Use these tips to make the most of a donation tax credit

By Jacqueline Power |November 23, 2021

4 min read

Tax-efficient drawdowns of RESPs

Help this client and her daughter maximize their savings account

By Curtis Davis |November 2, 2021

3 min read

RRSP rollover into an RDSP can provide tax savings

Helping families plan with an RDSP gives advisors a broad topic of conversation with clients

By Rudy Mezzetta |October 20, 2021

2 min read