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Claiming home-office expenses in a pandemic

A client whose employer required working from home during the pandemic may be able to claim expenses related their home office this year

Kamala Harris-Douglas-Emhoff-and-Joe-Biden

How the Democrats’ proposed tax policy could affect cross-border clients

Biden wants to make the wealthy and corporations pay more

new rules

Get ready for new trust reporting rules

New disclosure rules come into effect in the 2021 tax year

businessman race hurdle competition

Post-pandemic tax audit hurdles

While the CRA has been flexible, tax professionals face challenges

  • By: Katie Keir
  • October 9, 2020 October 8, 2020
  • 00:06
A gavel rests on its sounding block with a several law books and a justice scale out of fucus in the background. A cool blue cast dominates the scene. (A gavel rests on its sounding block with a several law books and a justice scale out of fucus in t

Tax Court catches up on back taxes

The Tax Court of Canada has implemented several tactics for clearing delayed cases, but don't expect a fully virtual courtroom

stock market

Keep clients calm through turmoil

Headlines may have your clients worried about the short term, but it's your job to keep them focused on the big picture

Female tax inspector looking at corporate financial documents with magnifying glass

CEWS audit requests draw ire

The CRA says it is in the test phase of the audits

  • By: Katie Keir
  • September 24, 2020 October 8, 2020
  • 12:49
Shauna George

Embracing change

After starting her career in Toronto, Newport Private Wealth portfolio manager Shauna George relocated to Kelowna, and hasn’t looked back

different direction

Is your practice prepared for the “next normal”?

Now may be the time to reconsider your approach to marketing and client relationships

businesswoman thinking

Have you found your niche?

Focusing on a target group of clients can help you grow your business, experts say

woman working from home

Heading back to the office?

Not so fast, firms say, as working from home proves productive

remote work setup

Firms offering advisors remote control

Covid-19 revealed the benefits and challenges of working from home. Some advisory firms now tout their remote-work capabilities in their recruitment strategies

woman in a virtual conference

Tips for virtual networking

With events moving online, you may be forced to network digitally. Here’s how to make the most of the experience

an office worker packing up belongings

Coach’s Forum: Should I renew my office lease?

You and your staff may want to continue working from home once the pandemic is over — which could have major implications for how you…

a man interrupts a cascade of falling dominoes

To be continued

Advisory firms were forced to act quickly to deploy their business continuity plans and adapt to the challenges posed by Covid-19

a woman entering a door of unknown mystery

Coach’s Forum: Make the transition to “transition coach”

Helping business-owner clients transfer their businesses can enable you to end your career on a high note

working from home

The home front

The key to managing a successful strategy for your team to work from home is to maintain a structure while accommodating staff members' personal needs

Black female boss leading corporate multiracial team meeting talking to diverse businesspeople, african american woman executive discussing project plan at group multi-ethnic briefing in boardroom

Ignore ESG at your peril

Advisors who are familiar with responsible investing will be well positioned to attract and retain millennial clients

Shaun Darchiville

The right attitude

Shaun Darchiville has spent his entire adult life in the investment industry. He is driven by a commitment to ethics and a love of music

You're the coach

You’re the coach

How to help clients through financial downturns

mature woman with tablet

Digital assets and estate planning

The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and…

Lisa Elle

A focus on women

Lisa Elle's goal is to address the unmet needs of today's women by making finances "a little more fun"

finding your niche

The new “niche”

There's more to specialization than focusing on a client group. You have to define the specific needs of those clients and what you can do…

Retro image of male hand of a designer drawing with the stylus on a grey graphics tablet, close-up.

Tech Tips: E-signatures can streamline paperwork

Clients demand services that are fast and convenient. E-signatures can save you and your clients time and paperwork without compromising security

Nadine Allen

Putting down roots in northern Alberta

Nadine Allen uses financial expertise, empathy and community support to foster client relationships