Tax refunds – Investment Executive

Improve your client’s cash flow with proper tax planning

michelleschriver — Mon, 20 Mar 2023 19:00:30 +0000

Two forms can eliminate a tax refund for 2023

gregmeckback — Mon, 13 Mar 2023 04:06:00 +0000

Clients can make corrections on previously filed documents through online channels or using a paper form

michelleschriver — Thu, 01 Sep 2022 19:00:23 +0000

Proactive collaboration is critical for resolution, client well-being

gregdalgetty — Mon, 22 Feb 2021 05:09:00 +0000

The government has proposed automated returns for simple tax situations

gregdalgetty — Fri, 11 Dec 2020 20:00:13 +0000

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

Maddie Johnson — Thu, 12 Mar 2020 15:36:02 +0000

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

gregdalgetty — Fri, 12 Apr 2019 16:17:08 +0000

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

Anne-Marie Vettorel — Thu, 04 Apr 2019 15:33:34 +0000

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

Alan — Tue, 10 Apr 2018 10:00:17 +0000

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

Alan — Mon, 01 May 2017 10:00:00 +0000

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