Tax planning strategies, helping your American clients, a yearend checklist, and more from the Mid-October 2012 issue of Investment Executive newspaper.
October 11, 2012
Tax planning strategies, helping your American clients, a yearend checklist, and more from the Mid-October 2012 issue of Investment Executive newspaper.
October 11, 2012Relief from U. S. tax rules won't help most complex situations
U. S. rules that cover Canadian mutual funds could make holding these funds far less attractive for some clients. Advisors need to be aware of the risks their American clients face
The complexities of tax law mean that advisors must step carefully in this area or risk liability. Consider having a network of experts in place so that you can help clients resolve their tax issues without stepping beyond your knowledge boundaries
Many holders of TFSAs get caught overcontributing because they don't understand the rules. More education by financial advisors, institutions and the CRA is needed
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
