News and resources for Canada's top financial advisors
Est. 1998
Tax News
Canadians making above $300,000 to contribute 98% of total AMT
By Rudy Mezzetta |September 8, 2023
3 min read
Estate Planning
Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries
By Rudy Mezzetta |June 30, 2023
Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules
By Rudy Mezzetta |June 22, 2023
Challenges for business-owner clients include taxable disposition and compliance costs
By Matt Trotta |June 21, 2023
5 min read
Economic Indicators
Civil forfeiture office could look for assets in names of trustees, partnerships family members
By The Canadian Press |March 31, 2023
Advocate suggests EOT legislation, as proposed in the 2023 federal budget, will not lead to increased employee ownership
By Melissa Shin |March 29, 2023
Bill C-32 delays enhanced reporting requirements for trusts, but would implement a new tax credit, the surtax on banks and insurers, and more
By Melissa Shin |November 4, 2022
Tax Strategies
Help your client benefit from these important tools
By Jacqueline Power |August 12, 2022
4 min read
The legislation also covered changes to RRSP and RRIF reporting, charity disbursements and more
By Melissa Shin |August 9, 2022
Draft legislation also seeks to implement a raft of proposals from Budget 2021
By Rudy Mezzetta |February 7, 2022
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