This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into a rental property, and more.
October 30, 2022
This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into a rental property, and more.
October 30, 2022What you need to know when advising American clients in Canada
Make sure clients are aware of these key deadlines before the end of the year
Ability for both spouses to contribute independently opens up more possibilities
Clients should tread carefully if they change the intended use of a building or residence
New rules lower the bar for reporting aggressive tax-planning techniques
Tax proposals such as the FHSA unlikely to address affordability issues, experts say
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
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