News and resources for Canada's top financial advisors
Est. 1998
Industry
Put your accountant and lawyer clients on notice: the next few years are going to be extra painful.
By Melissa Shin |March 22, 2017
4 min read
Last year, the Trudeau government took away one of the benefits of corporate-class funds, but this year, it’s made a small concession.
By Simon Doyle |March 22, 2017
2 min read
If you have married clients who each legally own separate small businesses, but one of them takes care of operations for both, watch out.
The federal government’s budget plan is a warning to advisors and clients.
3 min read
Some young Canadians rely on their parents to file their taxes.
By Staff |March 21, 2017
Economic Indicators
CRA recognizes the significant growth of this economy and stresses there are tax obligations.
By Staff |March 17, 2017
1 min read
Tax News
Client Profile Janet Wilson,* 34, is a self-employed physiotherapist. She’s thinking of starting a family with her partner, Jeff Medoza, who works in a community arts organization in their hometown of Sudbury, Ont. Janet paid employment insurance (EI) premiums when she held retail jobs as a university student, but it’s been years since she contributed. […]
By Susan Goldberg |March 10, 2017
6 min read
Minimum tax pares back the advantages associated with certain deductions, credits and tax shelters that reduce taxable income.
By Stephanie Dietz |March 10, 2017
Bill Morneau, Justin Trudeau’s Finance minister, announced he will table the 2017 federal budget on March 22. Follow Advisor.ca that day for full coverage after 4 p.m. Eastern. Read: CRA to release registered fee folio this spring Clients have unique tax needs? Here are tips How foreign exchange impacts capital gains
By Staff |March 7, 2017
What to do when clients gain or lose after converting foreign currency.
By Michelle Connolly |March 7, 2017
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