Tax

Finance gives ETFs a year’s reprieve on controversial tax proposal

Draft legislation concerning the “allocation to redeemers” methodology extends the capital gains-related timeline for ETFs

By Melissa Shin |August 23, 2019

6 min read

Hanging on to HNW assets

A large proportion of wealth managers regard intergenerational wealth transfer as an opportunity to win clients

By Staff |August 22, 2019

2 min read

Can your client disinherit a child?

A court decision in Nova Scotia has implications for estate planning

By Keith Masterman |August 19, 2019

4 min read

Avoiding TOSI by meeting the excluded shares exemption

CRA provides examples of how the gross business income test is applied

August 16, 2019

4 min read