News and resources for Canada's top financial advisors
Est. 1998
Tax News
Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now
By Melissa Shin |June 23, 2023
2 min read
Financial advisors may need to report more things to the Canada Revenue Agency
By Michael McKiernan |June 23, 2023
4 min read
Study argues for providing Canadians more retirement savings room, allowing OAS/CPP deferral after 70
By Rudy Mezzetta |June 22, 2023
Study examines whether assumptions that underlie RRIF withdrawal factors are still appropriate
3 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
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
If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties
By Frank Di Pietro |May 15, 2023
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