Don’t let unmarried clients make this common mistake
The false assumption that a common-law partnership has the same legal rights as a married couple could prove costly
- By: Wendy Cuthbert
- November 1, 2006 November 1, 2006
- 12:44
Latest news in Building Your Business
Planners punch up points in the boxing ring
In addition to getting a tough workout, executive club members learn mental discipline that helps back at the office
- By: Geoff Kirbyson
- November 1, 2006 November 1, 2006
- 12:44
High-voltage advisor rocks for charity
Music, managing money are Adam Bain’s life
- By: David Estock
- November 1, 2006 November 1, 2006
- 12:44
Increase productivity without increasing stress
The five top technologies that don’t require an IT degree or technology whiz kid to implement
- By: donalee Moulton
- November 1, 2006 November 1, 2006
- 12:44
Google Desktop 4 lets you search your computers
The search-engine giant has been working for years to put a librarian into your computer
- By: Glenn Flanagan
- November 1, 2006 November 1, 2006
- 12:44
Standards go international
For the time being, the financial planning standards published at the end of 2005 by the International Organization of Standardization will remain relatively obscure, says…
- By: Gavin Adamson
- November 1, 2006 November 1, 2006
- 12:44
Raising the bar
David christianson, a senior advisor at Wellington West Total Wealth Management Inc. in Winnipeg, describes a critical moment in every financial planner’s business life —…
- By: Gavin Adamson
- November 1, 2006 November 1, 2006
- 12:44
Breaking through the grey ceiling
Your older clients who want to keep working may face stiff competition and a bias that “older” means “slower”
- By: Rosemary McCracken
- November 1, 2006 November 1, 2006
- 12:44
Familiar lessons in sales stand the test of time
Make sure your target market is identifiable and large enough to warrant the attention
- By: George Hartman
- November 1, 2006 November 1, 2006
- 12:44
Get team to think about company purpose
When the team members help create the vision statement, they are more likely to buy into it
- By: Maureen Halushak
- November 1, 2006 November 1, 2006
- 12:35
Become a resource for entrepreneurs
Target high net-worth business owners who have sales exceeding $5 million
- By: Dan Richards
- November 1, 2006 November 1, 2006
- 11:58
Complex rules impair ability to put private shares in RRSPs
The big challenge with private companies is ascertaining the value of the shares that go into retirement savings accounts
- By: Jim Middlemiss
- October 16, 2006 October 16, 2006
- 12:54
Lots of changes on child front
Parents should know about a new benefit, new credits and a higher ceiling
- By: Wendy Cuthbert
- October 16, 2006 October 16, 2006
- 12:54
Provinces change tax systems to lure investment
Measures are aimed at taxpayers resident in specific provinces. Provinces’ Web sites detail programs available
- By: David Perry
- October 16, 2006 October 16, 2006
- 12:54
CRA undaunted in its search for monies owed
The taxman long ago tired of people who plot and scheme to avoid paying up, and the pursuit shows no signs of ending
- By: Rudy Mezzetta
- October 16, 2006 October 16, 2006
- 12:54
No-name philanthropy
Even anonymous donors want the tax benefits
- By: Wendy Cuthbert
- October 16, 2006 October 16, 2006
- 12:54
Special strategies for U.S. citizens in Canada
The estates of clients who die while living in Canada could be subject to taxes in both the U.S. and Canada
- By: Monica Townson
- October 16, 2006 October 16, 2006
- 12:54
Get help in establishing value for tax credit
Severe consequences for claiming an incorrect fair market value on tax return
- By: Gavin Adamson
- October 16, 2006 October 16, 2006
- 12:54
Problems seen with new tax rules on dividends
Quick changes urged by tax experts because draft legislation is scheduled to go into effect for dividends paid out in 2006
- By: Stewart Lewis
- October 16, 2006 October 16, 2006
- 12:54
Writing off investment costs a hot button for CRA
This complex area usually draws the taxman’s scrutiny because people make a lot of ineligible claims
- By: James Langton
- October 16, 2006 October 16, 2006
- 12:54
Key tax strategies to consider for your client
From dividend tax rules to the children’s fitness tax break to transit credits — tax experts share their favourite pointers for 2006
- By: Grant McIntyre
- October 16, 2006 October 16, 2006
- 12:54
Complex tax legislation left in limbo
The Conservative government seems to prefer small tax breaks geared toward garnering votes
- By: Stewart Lewis
- October 16, 2006 October 16, 2006
- 12:54
Seniors face clawback on new tax regime for dividends
Government attempt to create tax equality could threaten the income of some retired Canadians
- By: Rosemary McCracken
- October 16, 2006 October 16, 2006
- 12:54
Business tax reform preferred over GST cuts
Some economists say GST cuts should have been tied to harmonization agreements with all provinces
- By: Catherine Harris
- October 16, 2006 October 16, 2006
- 12:54
Self-employed or employee — the status is not always clear
But it is clear that the CRA won’t allow a taxpayer to claim the monetary benefits accorded to both types of workers
- By: Gavin Adamson
- October 16, 2006 October 16, 2006
- 12:54