In this special feature: why estate taxes may rise; unwinding 10/8s; your American clients and the IRS; the new, more aggressive CRA; a yearend checklist; and much more from the Mid-October 2013 issue of Investment Executive newspaper.
October 14, 2013An increasing number of Americans living abroad, including those living in Canada, are choosing to give up their U.S. citizenship in order to escape the burden of their U.S. tax-filing obligations. Through the first six months of this year, 1,809 Americans renounced their U.S. citizenship, according to U.S. government figures. That compares with 932 so-called […]
In this year's pre-budget submissions by members of the financial services industry, much of the focus is on group RRSPs and saving for long-term health-care costs. But there is also much attention on access to investment products
Fund unitholders will get more time to wind up special contracts that convert investment income to capital gains
Interest on these loans, often used by affluent families to split income, recently doubled, although it remains low compared with most rates. These loans may prove to be even more useful as interest rates rise over the next few years
Feds targetting a range of tax loopholes
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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Disability insurance, annuities and much more