Tax

Updated GAAR guidance could boost reporting under expanded mandatory disclosure rules

Advisors will need to consider whether to report transactions even if they're not required to

By Michael McKiernan |July 12, 2023

3 min read

Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals

Strategic withdrawals allow clients to smooth out their income levels over retirement

By Rudy Mezzetta |July 11, 2023

3 min read

Liberal tax promise tracker, summer 2023 edition

Here’s the status of tax proposals that matter to your clients

By Melissa Shin |July 10, 2023

4 min read

CRA releases new form for reporting beneficial ownership of trusts

Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries

By Rudy Mezzetta |June 30, 2023

3 min read