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Keyword: Tax refunds

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The government has proposed automated returns for simple tax situations

enior couple meeting advisor

Three topics to discuss with your clients before the end of the year

Woman face down on desk, overwhelmed by debt and calculations with calculator

MEI calls for simplification of tax system and reduction of tax rates

professional woman meeting male advisor

Advisors can play a huge role in helping clients understand how taxes affect their investments

Businessman takes bag of money from another businessman.

Canadians should fill out paperwork to reduce the tax they pay every pay period, CIBC's Jamie Golombek says

  • By: IE Staff
  • April 4, 2019 October 17, 2019
  • 11:33
Hand with chalk is drawing Risk and reward balance scale on the chalkboard

The choice between saving or reducing debt has become an increasingly important decision

  • By: Craig Wong
  • April 10, 2018 October 31, 2019
  • 06:00

Getting a tax refund is a sign of poor tax planning, so help clients reduce the taxes their employers withhold for the rest of 2017

Here are two ways you may help keep your clients from being interest-free lenders to the government

Clients should have a strategy in place when the cheque arrives

  • By: Leah Golob
  • May 11, 2015 October 31, 2019
  • 10:10

Only 13% plan to save or invest the money

  • By: IE Staff
  • May 6, 2015 May 6, 2015
  • 11:40