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Ensure your client reports all RRSP contributions

In one case, failure to report resulted in an overcontribution penalty

Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

As RRSP deadline approaches, a reminder about tax-free growth

A hypothetical scenario compares dividend investing inside and outside this registered account

House for sale

If your client is buying a home in 2024, read this first

Make the most of these tax planning strategies

advisor-client meeting

Last-chance RRSP opportunities for your 71-year-old client

Before 2023 ends, take advantage of these two planning points

Binder with papers

Get ready for CPP2!

Reach out to clients to ensure they understand the changes and implications

Year-end compensation planning

Help your business-owner client seize the opportunity to defer tax

Books and money coins in the glass jar zoomed by the magnifying glass on blurred natural green background and added colour filter for financial and education concept

Students could consider FHSAs

Go to the head of the class with these tax tips

professional woman meeting male advisor

Help clients understand their TFSA room

Advisor-client conversation could help avoid costly overcontribution error

reset

Outdated RRIF rules could get overhaul

Department of Finance will wrap up its study in June

Close-up Of Businessman With Tax Time Reminder Note On Alarm Clock At Desk

Don’t let clients miss the tax deadline

Late-filing penalties and arrears interest on taxes owing are costly

Filling out Canadian tax documents

Improve your client’s cash flow with proper tax planning

Two forms can eliminate a tax refund for 2023

Folder tab with the word tax

Five tax changes to highlight in 2023

Consider discussing these items at your next client meeting

tax penalty

Bad advice results in TFSA tax penalties

Client overcontributed, had income below basic personal amount

Canadian dollar

Foreign exchange can throw off your tax-loss selling plans

A client example illustrates the importance of currency calculations

Two happy carpenters shaking hands with senior customer after successful agreement in a workshop.

Help your business owner client choose between salary and dividends

Use these tips to start the conversation

home ownership

Saving for a home using the FHSA

Proactively share these details with clients

Cartoon businessman running away from tax collector

Tax debts and the prescribed rate

Owing CRA money will soon be more expensive

man reading tablet and writing on paper

Claiming a foreign tax credit isn’t always guaranteed

Help your client avoid double taxation

retired women

Determining if a trip is a taxable benefit

The answer depends on your role

close up of woman counting money with calculator calculations

Help your client split income with a prescribed rate loan

Consider the strategy now before the rate rises on July 1

House bubble boom presentation on chalkboard. Concept photo of Real estate market bubble , booming, money,price, rent, grid, home, house, housing, industry and subprime mortgage crisis. (Copy Space)

CRA urges potential property flippers to amend tax returns

Campaign targets PRE abuse ahead of anti-flipping tax proposal

Close up of businesswoman using calculator while going through financial bills.

Help clients prep for tax filing

Keep these 5 items in mind this season

RRSP piggybank

Help your client avoid RRSP overcontributions

Penalties can result when “earned income” is misunderstood

woman with laptop

How to claim home-office expenses

Simplified procedures were extended for the 2021, 2022 tax years

tax penalty

CRA cracks down on home flippers ahead of new legislation

A recent court case illustrates the taxpayer troubles that can arise when selling a residence