News and resources for Canada's top financial advisors
Est. 1998
Tax News
Make sure to keep up with your U.S. taxes — the IRS can now revoke American passports if you don't pay up.
By David A. Altro |June 17, 2016
4 min read
CRA has announced there are no changes to the prescribed interest rates since last quarter, with one exception. Find out what it is.
By Staff |June 16, 2016
1 min read
Planning and Advice
Two court cases have tested the limit of testators' freedom to dispose of assets as they see fit.
By Staff |June 10, 2016
Expect changes to some offshore tax reporting forms and more IRS guidance on how to fill them out
By Staff |June 9, 2016
2 min read
Industry
Not only is succession planning becoming more difficult, but client litigation is rising.
A look at income splitting for a retired couple in Atlantic Canada.
By Michelle Connolly |June 2, 2016
Christine Bieri pleaded guilty yesterday to tax fraud charges before the Court of Quebec in Longueuil.
By Staff |May 27, 2016
We look at a family that includes an incorporated doctor.
By Michelle Connolly |May 26, 2016
Market Insights
In a letter to Congress, 22 institutional investors say company transparency would reduce investment risk and corruption.
By Staff |May 24, 2016
In a low-growth environment, philanthropic foundations are increasingly seeking out higher-risk investments.
By Bryan Borzykowski, Canadian Business |May 20, 2016
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