Latest news in Special Reports

Budget 2011 focuses on individual tax credits

The politics of the most recent federal budget created a range of small credits, although greater complexity may result

By: Catherine Harris
October 18, 2011 November 6, 2019
12:22

Time is ripe for spousal loans

Historically low interest rates and slumping stock prices make this a good time to consider a spousal loan as an income-splitting strategy in situations in…

By: Jade Hemeon
October 18, 2011 November 6, 2019
12:07

Reporting foreign exchange

The institutions issuing tax slips often do the necessary conversions, but your clients may be left with the task

By: Dwarka Lakhan
October 18, 2011 November 6, 2019
11:52

Budget changes could hit IPPs

Two changes, intended to eliminate certain inconsistencies between the tax benefits of individual pension plans and other retirement vehicles, could make IPPs far less attractive

By: Dwarka Lakhan
October 18, 2011 November 6, 2019
11:33

Days numbered for current EPSPs?

The federal government is looking for ways to end what many tax experts say is inappropriate use of employee profit-sharing plans to avoid payroll deductions…

By: Dwarka Lakhan
October 18, 2011 November 6, 2019
11:21

Eldercare gets several supports

Federal assistance for the care of the elderly by their family members comes in many forms. Planning for it is essential

By: Geoff Kirbyson
October 18, 2011 November 6, 2019
10:49

A vital lifeline for the disabled

The relatively new RDSP still is not widely used, but families that employ this registered program to shelter savings from taxes can reap significant benefits…

By: Geoff Kirbyson
October 18, 2011 November 6, 2019
10:26

All the help they can get

When disability strikes, there is much emotion to deal with and many tasks to perform. Advisors can help families and disabled individuals in this difficult…

By: Megan Harman
October 18, 2011 November 6, 2019
10:19

Targeting TFSA overcontributions

For many Canadians, the tax-free savings account remains unfamiliar and not yet fully understood.

By: Rudy Mezzetta
October 18, 2011 November 6, 2019
10:13

CRA steps up oversight of the wealthy

As in many countries, the most experienced tax auditors are delving into the affairs of Canada’s richest taxpayers

By: James Langton
October 18, 2011 November 6, 2019
10:07

Feds tread cautiously

The Conservatives will be using their majority to pursue deficit reduction while introducing new tax credits and closing loopholes. The great unknown is global economic…

By: Rudy Mezzetta
October 18, 2011 November 6, 2019
09:59

Three client groups are vulnerable

Single-parent families, retirees and immigrants face the toughest challenges when it comes to owing more than they earn

By: Olivia Li
October 17, 2011 October 30, 2019
15:56

Canadians’ love affair with credit

Consumer debt has jumped to historical highs at a time when gains in both equities and real estate show signs of stalling. Do clients understand…

By: Olivia Li
September 23, 2011 October 30, 2019
11:38

Charting a route out of the debt maze

Helping clients get borrowing under control is a major new growth area for advisors. Success means happier clients and more resources for wealth creation

By: Olivia Li
September 23, 2011 October 30, 2019
11:38