Stay on top of changing U.S. rules
Now that the IRS has new powers to track taxpayers who live outside their country, it is especially important to track changes in the U.S.…
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Latest news in Building Your Business
Rethinking testamentary trusts
The federal government is curbing the use of testamentary trusts as tax-saving vehicles for affluent families. However, there still are many uses for these trusts.…
- By: Jim Middlemiss
- October 14, 2014 November 6, 2019
- 23:00
Tax credits for kids
There are various federal tax credits and deductions available for clients who are raising families
- By: Fiona Collie
- October 14, 2014 November 6, 2019
- 23:00
CRA clarifies rules on settlements
The tax treatment of a settlement involving investment losses depends on whether the payment replaces ordinary income, covers personal injury or is considered a windfall
- By: Jim Middlemiss
- October 14, 2014 July 17, 2020
- 23:00
Provinces hold back on tax increases
Although half of the provinces in Canada made no changes to their taxation regimes, the other half took a different approach by either increasing or…
- By: Catherine Harris
- October 14, 2014 November 6, 2019
- 23:00
The global hunt for taxes
After the U.S. started an aggressive campaign to corner its offshore tax cheats, many other nations followed suit. Now, there are fewer and fewer safe…
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Yearend tax tips
Now is a good time to review strategies - such as those involving charitable donations and TFSAs - that are affected by the end of…
- By: Clare O’Hara
- October 14, 2014 November 6, 2019
- 23:00
Check medical expenses closely
The list of costs your clients can claim can change from year to year - and vary among provinces. Clients who test the limits with…
- By: Fiona Collie
- October 14, 2014 November 6, 2019
- 23:00
Managing capital gains and losses
Recent stock market growth has probably resulted in capital gains for many of your clients. Knowing how best to deal with the tax consequences of…
- By: Dwarka Lakhan
- October 14, 2014 November 6, 2019
- 23:00
Groups focusing on retirement
The IIAC, IFIC, CLHIA and PMAC are recommending that the federal government make important changes in next year's federal budget. Most suggestions are focused on…
- By: Catherine Harris
- October 14, 2014 November 6, 2019
- 23:00
U.S. taxes on funds?
American taxpayers who own Canadian investment funds may be subject to U.S. taxes
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Foreign property
T1135 is more than just a form. The new rules for reporting more details about foreign property are inconvenient, but must be taken seriously
- By: Dwarka Lakhan
- October 14, 2014 November 6, 2019
- 23:00
Apps to help you boost your health
This year is turning out to be a year for health and fitness software applications. A U.S. study by mobile advertising firm Flurry, now owned…
- By: Wendy Cuthbert
- September 21, 2014 November 6, 2019
- 23:00
Photo scandal’s harsh lessons
When hackers pinched and published celebrities' embarrassing pictures, the scandal raised questions about the security of information stored on the cloud. What can you do…
- By: Danny Bradbury
- September 21, 2014 November 6, 2019
- 23:00
Help for retiring owners
Although successfully completing a transition of a family-owned business to a new owner can take years, 60% of entrepreneurs who are within 10 years of…
- By: George Hartman
- September 21, 2014 November 6, 2019
- 23:00
Keeping records can protect you
As insurance advisors face increasingly rigorous regulatory requirements, keeping accurate client files has become crucial in demonstrating your compliance should a client complain
- By: Megan Harman
- September 21, 2014 November 6, 2019
- 23:00
Financial Checkup: Young couple face tough choices
Although Sarah and Bob, both 28 years old, earn a good living, they have significant debts as a result of Bob's overspending ways. Nevertheless, two…
- By: Catherine Harris
- September 21, 2014 November 6, 2019
- 23:00
Choose your ecosystem
Technology vendors want you to use a single supplier for all your devices and systems. Sticking to one brand may seem limiting, but the functionality…
- By: Danny Bradbury
- September 21, 2014 November 6, 2019
- 23:00
Advice to a new branch manager
Taking the lead in your branch means you have responsibilities that extend well beyond your personal activities and you are vulnerable should things go wrong.…
- By: George Hartman
- September 21, 2014 November 6, 2019
- 23:00
Tech Tips: Supercharge your schedule
The right calendar system can maximize the output of your meetings while minimizing administrative overhead. Your choices are broad - from popular Google and Microsoft…
- By: Danny Bradbury
- September 21, 2014 November 6, 2019
- 23:00
Managing clients’ financial fitness
Mark Hudon uses the lessons he has learned as an Ironman triathlete to help his clients reach their goals. Training for a triathlon and following…
- By: Rosemary McCracken
- September 21, 2014 November 6, 2019
- 23:00
Reputation trumps referrals
When selecting a new advisor, many sophisticated clients base their decision on reputation. You can take steps to establish yourself as the go-to expert in…
- By: Dan Richards
- September 21, 2014 November 6, 2019
- 23:00
The power of partnerships
Many advisors are considering a merger or partnership as a way to strengthen their business and create a succession plan. Joining forces with another advisor…
- By: George Hartman
- August 21, 2014 November 6, 2019
- 23:00
Crackdown
SPAMCanada's new anti-spam law is one of the toughest in the world. While this legislation has stirred controversy and confusion, there are steps you can…
- By: Wendy Cuthbert
- August 21, 2014 November 6, 2019
- 23:00
Outcomes, not process, define value
Advisors are under pressure from regulators and clients to be transparent about fees, while sector trends are driving margins downward. It's up to you to…
- By: Dan Richards
- August 21, 2014 November 6, 2019
- 23:00