Staying ahead of the changes
As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies…
- By: Jim Middlemiss
- October 12, 2016 November 9, 2019
- 23:00
Latest news in Building Your Business
Tax filing online has its risks
The CRA is marching Canadians toward filing their taxes online for convenience and efficiency. But with that convenience comes vulnerability. How can your clients protect…
- By: Danny Bradbury
- October 12, 2016 November 9, 2019
- 23:00
It’s getting harder to hide
The pursuit of tax evaders and avoiders is ramping up around the world. Canada has several new measures and programs to track offshore accounts, including…
- By: Dwarka Lakhan
- October 12, 2016 November 9, 2019
- 23:00
Tax pain in the East
Three of the Atlantic provinces, hobbled by debt and population losses, resorted to tax hikes in their latest budgets
- By: Catherine Harris
- October 12, 2016 November 9, 2019
- 23:00
Managing TFSAs upon death
Clients can designate three main types of beneficiaries for their TFSAs: a successor holder a named beneficiary or an estate. Each type is subject to…
- By: Dwarka Lakhan
- October 12, 2016 November 9, 2019
- 23:00
Insurance exemption deadline looms
While tax exemptions that apply to some permanent life insurance policies will be tightened up next year, advisors insist insurance will remain a valuable tax-planning…
- By: Megan Harman
- October 12, 2016 November 9, 2019
- 23:00
Two takes on estate taxes
Hillary Clinton and Donald Trump have completely divergent proposals on how to deal with U.S. estate taxes. Here's what to keep in mind for your…
- By: Dwarka Lakhan
- October 12, 2016 November 9, 2019
- 23:00
PFICs: Tax traps for American clients
The Internal Revenue Service now extends its reach to Canadian mutual funds held by American citizens who live in Canada. Know the rules so you…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00
Real estate flips and the CRA
Skyrocketing home prices in Vancouver and Toronto are attracting the attention of the CRA, which is boosting its surveillance of the higher-value transactions to look…
- By: Catherine Harris
- October 12, 2016 November 9, 2019
- 23:00
The consequences of late filing
The 2016 tax-filing deadline may seem far off, but filing an annual income tax return is a task your clients should be mulling over during…
- By: Susan Yellin
- October 12, 2016 November 9, 2019
- 23:00
Taking advantage of the CCB
The new Canada child benefit, introduced this past summer, replaces the Canada child tax benefit and the universal child care benefit. The CCB can be…
- By: Jim Middlemiss
- October 12, 2016 November 9, 2019
- 23:00
Corporate-class funds are changing
Investors will no longer be able to switch from one fund to another within these structures without potential tax liability, but tax strategies such as…
- By: Jade Hemeon
- October 12, 2016 November 9, 2019
- 23:00
Assessing the real cost of tax credits
While the Harper government was a strong proponent of tax credits, many experts suggest that these credits cost Canada more than they are worth because…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00
A trimmer, more efficient tax system?
Numerous changes are in the works to make the tax code more coherent while making the pursuit of tax evaders and closing the so-called "tax…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00
When to start planning your exit
An advisor's 55th birthday and 25th anniversary in the business inspires questions about the development of a succession plan. The best advice combines the benefits…
- By: George Hartman
- September 27, 2016 November 6, 2019
- 00:30
From startup to well established
Many advisors have noted that making the transition from building an initial client base to taking their book to the next level can be difficult.…
- By: Dan Richards
- September 27, 2016 November 6, 2019
- 00:30
From Pad Thai to financial advice
Debbie Hartzman, an advisor with Professional Investments Inc. in Kingston, Ont., has a diverse business background. Since entering the financial advisory business 22 years ago,…
- By: Susan Yellin
- September 27, 2016 November 6, 2019
- 00:30
Checklist for snowbirds
For clients who will be away for extended periods, there are several issues they should consider, such as U.S. tax laws, travel insurance and home…
- By: Susan Yellin
- September 27, 2016 November 6, 2019
- 00:30
A nose for answers
Rosemary McCracken's third Pat Tierney mystery delivers an entertaining read with familiar themes: Muddled estates, messy records and the value of sharp questions
- By: Beatrice Paez
- September 27, 2016 November 6, 2019
- 00:30
Do your clients have a budget?
Controlling spending, reducing debt and increasing savings can help your clients reach their goals. And when clients see the results of their efforts, they will…
- By: Dwarka Lakhan
- September 27, 2016 November 6, 2019
- 00:30
Exercise is key in improving memory
Strength training is particularly effective in improving brain function, according to new research. And forget cramming: Sleep, if timed correctly, can help you learn more…
- By: Wendy Cuthbert
- September 27, 2016 November 6, 2019
- 00:30
The insurance succession puzzle
By failing to implement a succession plan, you may be neglecting your responsibilities to your clients. Here are steps you can take to ensure the…
- By: Megan Harman
- September 27, 2016 November 6, 2019
- 00:30
Tech Tips: Recovering from a “data disaster”
Files stored on your computers can be lost through hardware failures or software faults. Either way, you have options for an attempt to recover your…
- By: Danny Bradbury
- September 27, 2016 November 6, 2019
- 00:30
Going beyond introductions
By cultivating relationships with accountants, Nicholas Hounsell has learned that building a business means networking - and much more. Planning and client communication are core…
- By: donalee Moulton
- August 25, 2016 November 6, 2019
- 23:30
Is your commute killing you?
Commuting by car, the way that 80% of Canadians get to their place of work, can be bad for your health. And the longer your…
- By: Wendy Cuthbert
- August 25, 2016 November 6, 2019
- 23:30