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
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
