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Top Stories in Tax

Senior couple making nordic walking in the park

The ins and outs of spousal rights

Find out how your client’s estate is affected in Alberta

How HNW millennials approach philanthropy

A TD survey reveals a generational shift in legacy giving

  • By: Staff
  • November 13, 2018 November 13, 2018
  • 14:47
Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

Proceed with caution when aging seniors request account changes

What advisors should know

Business people holding trophy award after win competitor.

Canadians take home international STEP awards

Calgary's Cindy Radu and GENn Family Office were among the winners

  • By: Staff
  • November 8, 2018 November 8, 2018
  • 13:54
Closeup receipts in paper nail

Tips to plan for passive income

Help CCPCs retain small business deduction access in 2019 and beyond

calculating numbers for income tax return with glasses pen and calculator

Maximum pensionable earnings for 2019 and other updates

Both the maximum pensionable earnings and RRSP dollar limit have increased

  • By: Staff
  • November 1, 2018 November 1, 2018
  • 11:30
Bridge to Canada Sign

No cross-border relief for tax-advantaged savings plans

Find out which planholders are affected

Tax problems business and financial concept as a businessman on a road to success blocked by a brick wall with the word taxes painted on the surface as a metaphor for finance issues as an adversity to growth.

New CRA chief service officer to consult with Canadians

She will lead the agency's "service transformation agenda"

  • By: Staff
  • October 29, 2018 October 29, 2018
  • 15:09
Close up on a file tab with the word life insurance, focus on the main text and blur effect. Concept image for illustration of family protection policy

What the tax advantages folio says about life insurance

CRA gives guidance on seg funds held in registered plans

snowbirds

Holding title to U.S. personal-use property after Trump’s tax changes

What Canadian snowbirds need to know

caution

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

Abstract - world connect

Foreign withholding tax: Is the credit always worth it?

Comparing tax options for foreign dividend-paying stocks

Preparing for the passing of accounts

Common disputes and how executors can avoid them

Avoid unexpected tax on real estate purchases

Buying from a non-resident requires careful planning

Should these business owners hire an employee or use a contractor?

Why one relationship may be more beneficial than the other

How passive income is calculated for CCPCs

Examining adjusted aggregate investment income

  • By: Jim Witty
  • October 12, 2018 October 12, 2018
  • 13:39

Talk to clients about pullback of ODSP proposals

Increases to the program have been put on hold

Do executors need insurance?

The growth of online estate planning resources makes it easier for beneficiaries to inform themselves about their entitlements

  • By: James Dolan
  • September 21, 2018 September 21, 2018
  • 12:00

Keep estate planning documents safe

A key consideration that’s often overlooked