News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Part of an effort to counter tax avoidance
By Mark Burgess |February 27, 2018
3 min read
Tax News
New this year for trust administrators and their reps: a simple T3 trust income tax and information return (T3RET) can be filed online using CRA’s internet file transfer service. A simple return means the trust’s taxable income, total taxes payable and refund or balance owing are $0, says CRA’s website. Online filing for simple trust […]
By Staff |January 11, 2018
1 min read
Industry
A new option for 2017 and later tax years
By Staff |November 3, 2017
Consequences of Finance's proposed tax measures
By Michelle Connolly |August 29, 2017
12 min read
Find out more
By Staff |August 8, 2017
These structures can achieve estate planning objectives, not just tax ones
By Frank Di Pietro |June 30, 2017
5 min read
How do new PRE rules introduced in October 2016 change things?
By Wilmot George |May 1, 2017
One year later, here's a deep dive
By Curtis Davis |February 24, 2017
6 min read
Estate planning techniques to consider
By Margaret O’Sullivan |January 27, 2017
4 min read
It's important for trustees and advisors to understand the applicable investment rules for trusts.
By Keith Masterman |October 27, 2016
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