News and resources for Canada's top financial advisors
Est. 1998
Tax News
Tax season is over. But that doesn’t mean your clients should forget about their taxes until next year.
By Michelle Munro |July 11, 2012
2 min read
Does your client enroll their children in cultural or recreational programs? If so, they should take a second look at the new credits they can receive before filing their return.
By Staff |March 27, 2012
The April 30 tax filing deadline is quickly coming into view. Are your clients prepared? As an advisor you might not think it essential to remind clients about the basics, but the help you can provide cements relationships by letting clients know you’re always looking out for them.
By Michelle Munro |March 26, 2012
6 min read
Filing your return and paying your taxes on time is crucial, the CRA reminds us. If a refund is due, it’s better to get it sooner than later, and filing early helps to avoid possible interest and penalty charges.
March 21, 2012
Over the next few weeks, most Canadians will have to face their tax bill. However, there are some changes and credits that may help your clients pocket some extra savings.
March 20, 2012
Industry
There are several changes and updates to the tax code that your clients should be made aware of before they file their 2011 tax returns.
March 14, 2012
Planning and Advice
I focus all my energy on what I can control and don’t stress about the rest.
By Mathieu Paradis |February 13, 2012
3 min read
The new year is approaching and with it, several key deadlines for tax deductions. December 31—which falls on a Saturday this year, so plan accordingly—marks the last day to contribute to certain registered plans and take advantage of certain tax credits.
By Staff |December 28, 2011
Many will remember 2011 as a year of economic challenges. Small business owners in particular have had it rough and while they hope for a better year ahead, there are still a few things they can do to end this year on a positive note.
By Vikram Barhat |December 15, 2011
While there is little one can do about the vagaries of the stock market, there is plenty an advisor can do to help clients control how much tax money they fork over to the CRA.
By Vikram Barhat |December 14, 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.