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Keyword: Tax planning

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Man and woman sitting in cafeteria discussing finance for the month. Stressed couple looking at bills sitting in restaurant wearing uniform apron. Cafe staff sitting together looking at expenses and bills. (Man and woman sitting in cafeteria discussi

Challenges caused by the Covid-19 pandemic have affected owners’ exit timelines, the CFIB says

Insurance businessman parachute

A client scenario illustrates the tax advantages for business owners

Canadian dollar

A client example illustrates the importance of currency calculations

Canadian Parliament in Ottawa

The government will delay implementation of new rules that could affect advisors whose clients use aggressive tax planning

  • By: IE Staff
  • November 4, 2022 November 4, 2022
  • 10:54
Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

The new retirement reality calls for a reconstructed strategy

Keyboard with a large key that says "fourth quarter"

Make sure clients are aware of these key deadlines before the end of the year

The Canada Revenue Agency (CRA) headquarters Connaught Building is pictured in Ottawa on Monday, Aug. 17, 2020. The Canada Revenue Agency won't say when it expects its website to return to normal. CRA Tax

New rules lower the bar for reporting aggressive tax-planning techniques

client meeting

Helping clients establish a "hierarchy of withdrawals"

Miniature House on A Financial Graph

The Tax-Free First Home Savings Account offers a high degree of flexibility for prospective homebuyers

retired women

The answer depends on your role