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Baby boomers don’t want modest retirements

Over half of baby boomers (57%) would rather work longer so they can maintain their current lifestyles as they enter retirement, finds a CIBC poll.…

  • By: Staff
  • September 21, 2012 August 21, 2018
  • 10:16

Tax issues for immigrant clients

Newcomers establishing businesses in Canada must be aware of tax implications both here and back home. Help them address their concerns about high taxes and…

Ensure clients register tax disputes on time

Make sure clients file Notices of Objection on time.

Quebec group accuses CRA of “gross incompetence”

A Quebec advocacy group has discovered a CRA error that has allegedly cost taxpayers millions.

Creditor-proof a client’s company

A holding company can protect after-tax income

Will PRPPs create opportunities for advisors?

The current federal legislation for PRPPs only applies to employees governed under federal jurisdiction, such as inter-provincial transportation, banking, telecommunication and airlines. So on June…

Why retirement’s now a moving target

There was a time when age 65 symbolized the finish line for one’s working life. A point where people dropped out of the rat race,…

  • By: Staff
  • September 18, 2012 August 21, 2018
  • 15:28

Avoid surprises

Executors should tell charities about any gifts or bequests.

Giving through donor-advised funds

Would-be philanthropists often find themselves confronted with a common paradox: the larger the value of their gift, the less likely they are to feel certain…

GST causes clients to pick unsuitable products

A report out of the University of Calgary says the way financial services are taxed could cause clients to pick the wrong products.

IPPs offer tax savings to biz owners

An Individual Pension Plan is the only retirement savings vehicle allowing for higher tax deductions when investments don’t perform as expected.

CRA pressured to reduce payment errors

The Canada Revenue Agency (CRA) needs to improve service to taxpayers whose payments are misallocated, says Canada's Taxpayers' Ombudsman, Mr. J. Paul Dube.

  • By: Staff
  • September 13, 2012 August 21, 2018
  • 09:39

Insuring luxury items

Specialty insurers explain how and why to protect your luxury valuables—everything from an inherited ceramic vase to vintage movie posters

What the tax advantages folio says about life insurance

CRA gives guidance on seg funds held in registered plans

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

What Canadian snowbirds need to know

Caution when counselling DB-to-IPP transfers

A legal case sounds a note of caution for advisors

Preparing for the passing of accounts

Common disputes and how to avoid them

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