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Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

Rebalancing your client’s portfolio may require a balancing act

Considerations include a potential hike to the capital gains inclusion rate

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Tax-efficient RESP withdrawals

Without a strategy, clients with large plans could be heavily taxed on payments

donation

Ottawa mulls disbursement quota changes

Consultation ends on Sept. 30

Help your senior clients prepare for OAS changes

Get ready for an OAS index adjustment, a one-time payment for “older” seniors and an extra 10% for seniors over 75

confused man

What exactly is a “reasonable” rate of interest?

Clients who borrow to invest may be intrigued by a recent court case on interest deductibility

woman with laptop

Beware of TFSA schemes

A new CRA warning sheds light on a scheme that’s too good to be true

female advisor with laptop

Help clients avoid TFSA overcontributions

Your clients may want to check their junk mail folder for correspondence from the CRA

Worried Young Couple Lying On Carpet Calculating Their savings, planning future, retirement fund

Relief for the repayment of Covid benefits

The federal budget has rectified a potentially harsh tax treatment of benefit recipients

advisor and client meeting

Worried about a possible increase to the capital gains inclusion rate?

Options for your clients to consider if they’re concerned about the inclusion rate increasing

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Why clients should contribute to RRSPs before the deadline

Some clients may be reluctant to maximize their RRSPs for fear of missing out on other tax advantages

work from home

How should clients claim home office expenses this tax season?

Help your clients choose between the detailed method and a temporary flat-rate method 

enior couple meeting advisor

Help clients plan for tax-efficient charitable giving

Three topics to discuss with your clients before the end of the year

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Which home-office expenses can be reimbursed tax-free?

The CRA has provided more details on the types of home-office expenditures employees can be reimbursed for without incurring a taxable benefit

female advisor with laptop

Understanding new Covid benefits can be a taxing process

Your clients may need to set aside funds to cover a potential tax bill in April

tax calculator with red button

Help your clients plan for instalment payments

Clients can minimize payments by choosing the calculation method that best suits them

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After the CERB…

Breaking down eligibility requirements for three new government benefits

Miniature House on A Financial Graph

Tax compliance for clients with U.S. property

The CRA has taken an interest in U.S. real estate transactions

Female advisor meeting with male client at hotel lobby

Prescribed rate loan planning

Help your clients with their income splitting strategies

tax calculator with red button

Help your clients plan for tax owing on CERB payments

Payments must be reported as income for the 2020 tax year

mature woman with tablet

Is it time for temporary, tax-free RRSP withdrawals?

Many retirees are ineligible for the government assistance being offered during Covid-19

tractive happy senior chinese couple sitting on the front steps of their house.

Help your clients navigate new RRIF rules

The federal government has lowered the minimum RRIF withdrawal rate for 2020

5994395 - front view of the canadian parliament building , with nobody showing

Looking ahead to the federal budget

The C.D. Howe Institute’s “shadow budget” makes a number of recommendations for the feds to consider

Shot of two businesspeople working together on a laptop in an office

RRSP season or TFSA season?

Some clients may be better off contributing to a TFSA, but their contribution room will depend on when they turned 18

Businesswoman using laptop in office

TFSAs for 2020…and beyond

A report suggests the feds could make TFSAs even more useful

client meeting

Year-end charitable strategies for your clients to consider

Help your clients navigate charitable donations, tax-gain donating and donor-advised funds