Screen scraping would be phased out over time
Homeowners must now consider the proposed higher capital gains inclusion rate
Incorporated professionals must consider deferral, dividends and deductions
Determining how long the client was going to hold the asset is an important factor in the decision
The agency could extend reassessment period if a taxpayer is issued a notice of non-compliance
Mutual fund corporations can pass gains to unitholders
While financial advisors are still subject to the rules, the budget change could undermine lawyers' Charter challenge of the regime
Move mirrors announcement from the federal budget tabled Tuesday
Some banks, but not all, have amended their procedures
New instrument aims to fill a void created as CDOR is retired