Finance gives ETFs a year’s reprieve on controversial tax proposal
Draft legislation concerning the “allocation to redeemers” methodology extends the capital gains-related timeline for ETFs
Top Stories in Tax
Hanging on to HNW assets
A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients
- By: Staff
- August 22, 2019 August 22, 2019
- 15:07
Can your client disinherit a child?
A court decision in Nova Scotia has implications for estate planning
- By: Keith Masterman
- August 19, 2019 August 19, 2019
- 14:50
Avoiding TOSI by meeting the excluded shares exemption
CRA provides examples of how the gross business income test is applied
- By: Michelle Schriver
- August 16, 2019 August 16, 2019
- 13:58
Breaking down the government’s proposed IPP changes
How Finance’s draft legislation could impact clients
- By: Lea Koiv and William C. Kennedy
- August 7, 2019 August 22, 2019
- 14:00
Feds’ stock option changes should include income test: C.D. Howe
The rules should go further to ensure wealthy Canadians don't benefit, a report says
- By: Staff
- August 2, 2019 August 2, 2019
- 12:29
IFIC calls for end to federal sales tax on mutual funds in RRSPs
The recommendation was part of the organization’s pre-budget submission
- By: Staff
- August 1, 2019 August 1, 2019
- 17:33
Family conflict, estate planning and the value of advice
Advisors’ influence on family unity is growing
- By: Tim Brisibe
- July 31, 2019 July 29, 2019
- 15:00
Feds consulting on annuities, tax changes affecting funds
The Liberals introduced draft legislative proposals on several measures from the 2019 budget
- By: Staff
- July 30, 2019 July 30, 2019
- 15:55
MFDA bans former advisor who acted as executor for clients
The former rep was also a beneficiary of a client's estate and accepted her Air Miles
- By: Staff
- July 24, 2019 July 24, 2019
- 12:18
Federal Court dismisses FATCA charter challenge
The judge said the affected people have only a limited expectation of privacy in their banking information
- By: The Canadian Press
- July 22, 2019 July 22, 2019
- 16:42
Selling real estate? The CRA is watching
What clients need to know about reporting transactions
- By: Wilmot George
- July 18, 2019 July 17, 2019
- 15:00
CRA updates tax folios, provides guidance on caregiver credits
One document addresses the tax on split income
- By: Rudy Mezzetta
- July 5, 2019 July 5, 2019
- 16:55
BMO Nesbitt Burns cites feds’ proposed tax changes as it closes funds
New rules would prevent funds from using derivative transactions to convert ordinary income into capital gains
- By: Mark Burgess
- June 28, 2019 June 28, 2019
- 14:44
CRA announces prescribed interest rates for third quarter
The rate increased for corporate taxpayers’ pertinent loans or indebtedness
- By: Staff
- June 27, 2019 June 27, 2019
- 15:04
New Democrats pledge higher taxes on capital gains, corporations and the wealthy
A C.D. Howe report says a "wealth tax" may not be the best way to tackle inequality
- By: Mark Burgess
- June 20, 2019 June 20, 2019
- 11:31
How to handle rental properties in estates
Executors must balance responsibilities to tenants and beneficiaries
- By: James Dolan
- May 24, 2019 June 11, 2019
- 09:00
Eligible dividends and the OAS clawback
Interest income versus the dividend tax credit
- By: Curtis Davis
- May 24, 2019 June 11, 2019
- 09:00
Deciding if an IPP is right for your client
Consider these plan funding details for a hypothetical medco
- By: Michelle Schriver
- May 16, 2019 May 16, 2019
- 15:00