Here are some ways to help your clients and their children save and budget for post-secondary education
Relief expected for U.S. citizens living in Canada
Jamie Golombek, managing director of tax and estate planning for Canadian Imperial Bank of Commerce’s wealth advisory services division, discusses upcoming critical issues, deadlines and potential penalties that financial advisors need to discuss with their clients.
Here are some key talking tips to assist clients with their vacation property tax planning
Although the tax-filing deadline has passed, taxes need to be top of mind year-round
Auditor general calls for improvements in monitoring the training of ATP staff
Advisors have a role to play in educating clients about how different investments are taxed
Helping your clients make sure they have all their tax information can go a long way
But they are less confident of their understanding how investments are taxed
Provide information to your clients and make life easier for your their accountants