Clients must report everything to CRA — even if it seems immaterial
One lawyer’s dismal drama leads to unexpected payments to CRA
Canadian financial institutions: comply with new U.S. tax rules or face the consequences.
Prices for farmland are rising dramatically in the UK, and so are the number of farmers asking their spouses to sign pre- and post-nuptial agreements,…
What’s the tax impact of DSC fees? The charges may apply to both registered and non-registered investments, but if clients want to withdraw from RRSPs,…
There are two certainties in life – death and taxes
We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.
A trust is a legal relationship in which a person (the settlor) transfers property to another person (the trustee)
The majority of Canadians appoint family over friends as the executor of their will, according to a BMO Financial Group study.
When completing insurance applications for clients, it’s often necessary to address touchy subjects—sometimes hitting on potentially embarrassing issues such as clients’ spending habits, their medical…
It's difficult to distinguish an estate from other trusts
If a client asks you to ensure his laundry, dirty or clean, isn’t aired after he dies, follow this simple rule: keep the will out…
Tax savings could help offset the rising cost of relocation
The reduction will partly offset increases to CPP premiums next year
Why timeliness in tax reporting should be top of mind
What you need to know
The fight over private corporation tax changes spills into Budget 2019
Tips for managing expenses, mortgages and shared accounts