Help your clients navigate charitable donations, tax-gain donating and donor-advised funds
Lucy Iacovelli brings more than 25 years of experience to the role
The agency posted examples to demonstrate how the new rules are applied
At STEP Canada’s annual roundtable, the agency also warned about anti-avoidance rules
Canadians should fill out paperwork to reduce the tax they pay every pay period, CIBC's Jamie Golombek says
Tax specialists anticipate narrowly targeted changes, as opposed to broad-based tax cuts, in the upcoming federal budget as the Liberals prepare for an election
Other tax changes now in effect include passive income changes for small businesses and new carbon pricing system
Take advantage of income-splitting opportunities
An ETF will give a sector-specific return in place of a stock
Make sure to discuss tax-loss selling, tax-gain donating and RRSP strategies with clients to whom these strategies apply