Capital gains changes tip the scales for business owners
Incorporated professionals must consider deferral, dividends and deductions
Top stories
Tax group asks feds to allow deemed sales ahead of capital gains change
Taxpayers have been given too little time to plan next steps, CBA-CPA joint committee says
FSRA chief tapped for Ontario Energy Board
Proposed appointment still needs to be confirmed by legislative committee
OSC to increase focus on DIY investors
The regulator also wants to toughen enforcement and see better advice given at banks
- By: James Langton
U.S. regulators revive incentive pay proposals
Rules were initially crafted to discourage excessive risk taking in the wake of the global financial crisis
- By: James Langton
Misleading disclosure wasn’t material, BCSC panel finds
Misrepresentation allegations against pharma company and CEO dismissed
- By: James Langton
Don’t rush to sell assets due to higher inclusion rate, experts say
Determining how long the client was going to hold the asset is an important factor in the decision
- By: Rudy Mezzetta
Capital markets rebound offsets U.S. banks’ weakness
Net interest margins tight, loan growth weak in first quarter, DBRS says
- By: James Langton
Sustainable fund flows lagged industry in Q1: Morningstar
Bond funds drove the positive net flow activity as assets hit record high
- By: James Langton
SEC sanctions systematic audit firm failures
Firm allegedly recycled audit papers, routinely failed to meet standards
- By: James Langton
Energy inflation resurfaces, core stays stable: OECD
Weaker food prices help offset rising energy inflation
- By: James Langton
Emerge ETFs unitholder calls for greater regulatory oversight
Investor decries lack of communication throughout cease-trade order, and recommends increased due diligence when choosing funds
- By: Melissa Shin
Berkshire Hathaway event gives good view of Warren Buffett’s successor
The event also raised new questions about the company's succession plan
Green bond issuance rebounds in Q1: Moody’s
New issue activity on track to meet US$950 billion full-year forecast
- By: James Langton
ESG discussions with clients lacking, research suggests
Secret shopper exercise highlights the need to align client goals with appropriate investments
- By: Noushin Ziafati
TD penalties expected to be higher on alleged money laundering link: analyst
Bank says it's working to strengthen its anti-money laundering program
Emerge ETFs class action won’t proceed
Fund manager has no assets or insurance, lawyer says
- By: Melissa Shin
What to know when advising Muslim clients
Challenges include product availability, proper portfolio construction
The slow work of converting social media followers to clients
Committing to a platform and showing your personality can help with prospecting
- By: Mark Burgess
- September 22, 2023 September 22, 2023
- 08:35
Firm hopes to support younger advisors through new practice financing program
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
- By: Melissa Shin
- June 20, 2023 June 20, 2023
- 06:00
How to write a job posting for an assistant
Every job posting must answer three main questions
- By: Todd Humber
- June 9, 2023 June 9, 2023
- 09:00
Invalid wills: How far is too far?