The end of the year is quickly approaching. Here are a few yearend tax strategies for your individual and owner-manager clients.> Tax-loss selling. Your clients…
Theatre tickets, special food items, a limo to go shopping — choose gifts that will show clients you have been listening
Strengthen relationships with your clients, offer expert opinions to the media, help out with a cause, develop networking skills
A small investment and a few security precautions can make technology work for you almost anywhere, anytime
FP Solutions makes it easier for you to develop long-term relationships with your clients
These three sites will make your clients more aware of what you do and what they should know about the industry
IDA regulations say messages have to be saved for five years — including any sent or received via mobile devices such as BlackBerrys
Author argues that advisors who want respect for their advice should ask clients to pay for it
There is lots of hype about the health benefits of drinking wine, sparked by a series of medical reports that credit the ancient beverage with…
Present icewine as an elegant holiday gift to your top clients
Make sure the temperature and humidity levels are right
But be sensitive to clients’ cultural taboos and personal tastes
The etiquette of giving wine to your clients for the holidays
Michael Lem of BMO Nesbitt Burns is following his own life plan by helping his clients reach their goals and dreams
Boomers — and their advisors — may be waiting in vain for those millions of inheritance dollars
Help a client who is selling a small business find expert help with complex income tax issues
Yet investors who wait for the government to decide on tax treatment may miss out on opportunities for strong returns
Canadians who earn income in the U.S. need to know the rules — and pay up when necessary
Advisors may want to develop a relationship with a tax specialist who can help clients moving to Canada from U.S.
The best advice for tax delinquents is to deal with the CRA’s collections department early on and set up a payment schedule
A taxpayer who represents himself in Tax Court against the CRA needs to come to court prepared
Yet critics say there are less expensive ways to ensure clients are comfortable in their golden years
Disability advisory committee wants to open door so it’s easier for people to get all available tax credits
Clients might not know which expenses can be deducted-and which can’t
Reinstatement of corporate tax cuts, promised by the Liberals, has been nixed by finance minister in order to keep the NDP happy