Power of attorney and incapacity planning: Do you have a plan?
Addressing estate planning’s ignored middle child
Top Stories in Tax
Court of Appeal upholds sharing of Canadian bank account info with U.S. authorities
FATCA requires banks and other institutions to report information about accounts held by U.S. individuals
- By: The Canadian Press
- September 23, 2022 September 23, 2022
- 15:11
Family loan rate rising to 3% on Oct. 1
Clients have until Sept. 30 to lock in the 2% family loan rate
- By: Staff
- September 23, 2022 September 23, 2022
- 10:34
Revised bank recovery dividend to net $1B less
The Parliamentary Budget Officer updated its revenue projections for the Canada Recovery Dividend and the surtax on banks and insurers
- By: Melissa Shin
- September 22, 2022 September 22, 2022
- 11:35
Disinheriting a child easier in some provinces than others
Recent legal cases highlight varying testamentary freedom across Canada
- By: Michael McKiernan
- September 13, 2022 September 15, 2022
- 13:00
Alberta to resume indexing its tax brackets
De-indexing effectively forced Albertans to pay almost $647 million more in taxes from 2020 to 2022
- By: Staff, with files from The Canadian Press
- September 8, 2022 September 8, 2022
- 14:27
Issues for advisors to watch this fall
Keep an eye on interest rates, inflation, legislation and more
- By: Staff
- August 29, 2022 August 29, 2022
- 12:17
What to know about the new intergenerational transfer rules
Business owners planning for succession must meet certain criteria
- By: Vivek Bansal
- August 23, 2022 August 23, 2022
- 15:42
Saskatchewan reverses planned tax hike, will issue $500 to residents
The province has enough money to balance the 2022-23 budget, says Finance Minister Donna Harpauer
- By: Staff, with files from The Canadian Press
- August 23, 2022 August 23, 2022
- 13:10
Liberal tax promise tracker, end of summer edition
Here’s the status of proposals that matter to your clients
- By: Melissa Shin
- August 22, 2022 August 22, 2022
- 15:45
Disinherited children win big in Alberta and B.C. courts
Such scenarios are becoming increasingly common as estate sizes increase, a Vancouver lawyer suggests
- By: Michael McKiernan
- August 11, 2022 August 11, 2022
- 09:52
Feds move ahead with CCPC measures
Draft legislation includes expanded SBD access, definition of substantive Canadian-controlled private corporation
- By: Michelle Schriver
- August 11, 2022 August 11, 2022
- 09:05
New First Home Savings Account: everything you want to know
Department of Finance releases details today that outline the age limit and allow unused contribution room to be carried forward
- By: Rudy Mezzetta
- August 9, 2022 August 9, 2022
- 16:16
Draft legislation addresses trust reporting, anti-flipping rules
The legislation also covered changes to RRSP and RRIF reporting, charity disbursements and more
- By: Melissa Shin
- August 9, 2022 August 9, 2022
- 15:32
Feds soften banks’ recovery dividend in draft legislation
However, the bank and insurer surtax remains at 1.5% for profits over $100M
- By: Melissa Shin
- August 9, 2022 August 9, 2022
- 14:27
New and upgraded tax credits coming for clients
The Liberal government is moving ahead with tax proposals
- By: Mark Burgess
- August 9, 2022 August 9, 2022
- 14:16
Ontario amends estate forms, again, to clarify instructions
The province aims to streamline probate applications and speed the court review process
- By: Rudy Mezzetta
- July 13, 2022 July 13, 2022
- 13:39
Helping your clients talk to kids about money
The conversation should reflect their age and stage of life
- By: Maddie Johnson
- June 29, 2022 June 29, 2022
- 12:30
Breaking down the ‘executor’s year’
Some beneficiaries are entitled to interest on their inheritance starting one year after death
- By: Rudy Mezzetta
- May 9, 2022 May 2, 2022
- 10:00