Two forms can eliminate a tax refund for 2023
Clients can make corrections on previously filed documents through online channels or using a paper form
Proactive collaboration is critical for resolution, client well-being
The government has proposed automated returns for simple tax situations
Three topics to discuss with your clients before the end of the year
MEI calls for simplification of tax system and reduction of tax rates
Advisors can play a huge role in helping clients understand how taxes affect their investments
Canadians should fill out paperwork to reduce the tax they pay every pay period, CIBC's Jamie Golombek says
The choice between saving or reducing debt has become an increasingly important decision
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