Tax

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

How to properly plan the opening of an FHSA

Clients may be eager but timing is important

By Charles-Antoine Gohier |June 28, 2023

3 min read

Feds release draft changes to pension rules for “unlocatable” members

Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits

By Rudy Mezzetta |June 27, 2023

2 min read