Keyword: Tax planning

287 results found
Exterior of CRA headquarters building

Advisors will need to consider whether to report transactions even if they're not required to

Savings money jar full of coins concept for saving or investment for a house, retirement or education

Strategic withdrawals allow clients to smooth out their income levels over retirement

House of Commons in Ottawa

Here’s the status of tax proposals that matter to your clients

advisor investor trust

Behavioural coaching once again added the most value

  • By: IE Staff
  • June 12, 2023 June 12, 2023
  • 16:17

The agency said all paper returns “will be stockpiled for future processing"

House placed on coins Men's hand is planning savings money of coins to buy a home concept concept for property ladder, mortgage and real estate investment. for saving or investment for a house,

The low take-up means the federal government spent less than it allocated for the measures

House of Commons in Ottawa

Here’s the status of tax proposals that matter to your clients

home ownership

Firms are scrambling to set up back-office systems and internal procedures for the complex accounts

Canada-U.S.-border

In some cases, closing accounts before moving abroad might make sense

tax deadline

Thanks to higher interest rates, charges on overdue payments will soon rise to 9%. Tax specialists offer strategies to help clients minimize costs