Investment Executive brings you insights on tax audits for HNW clients, clawbacks for small business owners, higher exemption thresholds for U.S. estate taxes, fee caps for disability tax credit claims and much more.
October 31, 2019
Investment Executive brings you insights on tax audits for HNW clients, clawbacks for small business owners, higher exemption thresholds for U.S. estate taxes, fee caps for disability tax credit claims and much more.
October 31, 2019The agency's HNW audit program is comprehensive and costly for clients, tax practitioners say. If your client is subject to an audit, here's what to do
Ontario government has lowered probate fees and extended the filing deadline for estate information returns
In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made
Ontario and New Brunswick chose not to mirror the new small-business deduction rules, but clients outside those provinces need to plan for clawback
A unit of the Canada Revenue Agency is devoted to studying and closing the difference between taxes paid and taxes owed
The exemption threshold has doubled, but paperwork is still required
Tax experts share their insights and experiences
Immediate financing arrangements allow wealthy clients to preserve cash in a tax-advantaged way
Report urges transparency for donor advised funds, but industry warns against stifling donations
There have been cuts this year, but high government debt loads are likely to prevent a tax-cut bonanza
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
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…
