News and resources for Canada's top financial advisors
Est. 1998
Tax News
Study examines whether assumptions that underlie RRIF withdrawal factors are still appropriate
By Rudy Mezzetta |June 22, 2023
3 min read
Estate Planning
Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules
Challenges for business-owner clients include taxable disposition and compliance costs
By Matt Trotta |June 21, 2023
5 min read
Senate opponents say they will support Bill C-22 even without the amendment
By Rudy Mezzetta |June 16, 2023
Strategies to minimize tax implications, including the FHSA
By Maddie Johnson |June 12, 2023
4 min read
It’s not too early to consider the estate implications if someone dies while holding an FHSA
By Rudy Mezzetta |June 9, 2023
Help your client consider tax-preferential treatment, donation of shares and AMT
By Vivek Bansal |June 6, 2023
The issue of what happens when an FHSA holder dies may need to be dealt with sooner rather than later, for example
By Melissa Shin |May 31, 2023
The holder needs a written agreement to buy or build a home to make a tax-free withdrawal
By Rudy Mezzetta |May 23, 2023
Even homeowners can open an FHSA in some cases
By Rudy Mezzetta |May 19, 2023
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