Tax

Tips for teams working with family enterprise clients

Often, independent advisors are brought in at different times and aren’t aware of the other advisors who are providing services.

By Nathalie Boutet |January 9, 2017

3 min read

Will 2017 bring changes to the capital gains rate?

What does Budget 2017 have in store? Kim Moody, director, Canadian Tax Advisory at Moodys Gartner Tax Law in Calgary, makes six predictions on his blog — and several will disappoint people who dislike paying tax. 1. The capital gains inclusion rate may rise Prior to Budget 2016, several experts (including Moody) had predicted the […]

By Staff |January 9, 2017

3 min read

Navigate RRSP attribution rules

Make sure clients don't accidentally run afoul of the attribution rules

By Wilmot George |January 6, 2017

4 min read

Top tips from portfolio managers in 2016

Throughout 2016, we posted podcasts and related articles on a variety of topics.

By Staff |January 2, 2017

2 min read