Industry News

Challenges planning for revised AMT given proposed CGIR increase

July 30, 2024 Rudy Mezzetta
Tax reduction and deduction for businesses and individuals. Concept with hand turning knob to low taxation rate. Return form, exemptions, incentives.
News

Financial planning app launches behavioural feature to help with goals

July 26, 2024 Jonathan Got
Light bulb
News

Quirk in capital gains tax rules raises risks for incorporated clients

July 24, 2024 Rudy Mezzetta
Tread carefully

Don’t reimpose foreign asset limits on registered plans, IFIC tells feds

July 22, 2024 Rudy Mezzetta
Advisor tracking stocks
Research and Markets

Big banks must boost capital under now-delayed reform

July 18, 2024 James Langton
Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA
News

Can the feds avoid repeating the bare trust debacle?

July 16, 2024 Rudy Mezzetta
Exterior of CRA headquarters building

Employee ownership trusts take shape

July 12, 2024 Ian Bickis, The Canadian Press
Two happy carpenters shaking hands with senior customer after successful agreement in a workshop.

Taxpayers’ Ombud to examine CRA’s bare trust administration

July 10, 2024 Rudy Mezzetta
Exterior of CRA headquarters building
News

Liberal tax promise tracker, post–capital gains edition

July 9, 2024 Melissa Shin
Canadian Parliament in Ottawa

How should trusts flow out capital gains to beneficiaries in 2024?

July 5, 2024 Rudy Mezzetta
Couple doing taxes

Tax advisors on high alert as revamped GAAR takes effect

July 4, 2024 Michael McKiernan
Red alert

Aging at home benefit, GIS boost among gov’t panel recommendations

July 3, 2024 Melissa Shin
senior couple feeding birds