Keyword: Tax planning

288 results found
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

Home for sale with red and white real estate sign during the fall season. Fall season with leaves on ground. Front porch and windows in background. Residential neighborhood. Moving house, relocation concept. Realtor putting up signs.

The account is set to be a planning powerhouse for advisors

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

  • By: Ron Hanson
  • November 2, 2022 November 2, 2022
  • 15:00
Keyboard with a large key that says "fourth quarter"

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

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

client meeting

Helping clients establish a "hierarchy of withdrawals"