tax | Investment Executive https://www.investmentexecutive.com/tag/tax/ Canada's news source for financial professionals Fri, 20 Mar 2026 20:37:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png tax | Investment Executive https://www.investmentexecutive.com/tag/tax/ 32 32 Liberal tax promise tracker: Bill C-15 edition https://www.investmentexecutive.com/news/industry-news/liberal-tax-promise-tracker-bill-c-15-edition/ Fri, 20 Mar 2026 20:37:53 +0000 https://www.investmentexecutive.com/?p=534074 Omnibus bill includes extended period for loss carryback strategy

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]]> Quebec adjusts several sector-specific tax credits https://www.investmentexecutive.com/news/quebec-adjusts-several-sector-specific-tax-credits/ Wed, 18 Mar 2026 21:34:56 +0000 https://www.investmentexecutive.com/?p=534240 Budget focuses on extensions and changes to support AI, media and culture

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]]> Beneficiary designations in estate planning https://www.investmentexecutive.com/news/beneficiary-designations-in-estate-planning/ Thu, 05 Mar 2026 20:15:00 +0000 https://www.investmentexecutive.com/?p=533151 Seg funds can function as quasi-trusts

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]]> Canadian ETF Association pushes for reforms in light of ‘tsunami on the horizon’ https://www.investmentexecutive.com/news/canadian-etf-association-pushes-for-reforms-in-light-of-tsunami-on-the-horizon/ Mon, 02 Mar 2026 17:10:51 +0000 https://www.investmentexecutive.com/?p=532815 Group warns that surge of ETF share class launches in the U.S. could threaten Canada's industry

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]]> GST rebate top-up to give couples estimated $326 more this year, on average https://www.investmentexecutive.com/news/gst-rebate-top-up-to-give-couples-estimated-326-more-this-year-on-average/ Thu, 05 Feb 2026 14:06:11 +0000 https://www.investmentexecutive.com/?p=531088 12.1 million recipients to benefit: PBO

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]]> Help clients get prepped to file 2025 tax returns https://www.investmentexecutive.com/news/help-clients-get-prepped-to-file-2025-tax-returns/ Tue, 27 Jan 2026 21:30:11 +0000 https://www.investmentexecutive.com/?p=530388 CRA provides tips ahead of its busiest time for contact centres

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]]> Carney announces GST rebate boost to counter high cost of groceries https://www.investmentexecutive.com/news/carney-announces-gst-rebate-boost-to-counter-high-cost-of-groceries/ Mon, 26 Jan 2026 16:11:34 +0000 https://www.investmentexecutive.com/?p=530232 Temporary 25% hike to GST credit will last for five years

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]]> GST/HST on mutual fund trailers comes with compliance costs, audit risk https://www.investmentexecutive.com/news/gst-hst-on-mutual-fund-trailers-comes-with-compliance-costs-audit-risk/ Fri, 23 Jan 2026 21:02:28 +0000 https://www.investmentexecutive.com/?p=530171 Firms weigh in on what CRA’s new stance on trailing commissions means for dealers, advisors and fund managers

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]]> Early birds can begin filing their taxes in the U.S. on Jan. 26 this year https://www.investmentexecutive.com/news/early-birds-can-begin-filing-their-taxes-in-the-u-s-on-jan-26-this-year/ Thu, 08 Jan 2026 20:20:43 +0000 https://www.investmentexecutive.com/?p=528923 A National Taxpayer Advocate report to Congress warned that the 2026 season could be rocky

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]]> CRA confirms bare trusts don’t have to file for 2025 tax year https://www.investmentexecutive.com/news/cra-confirms-bare-trusts-dont-have-to-file-for-2025-tax-year/ Tue, 30 Dec 2025 14:29:56 +0000 https://www.investmentexecutive.com/?p=528296 Updated proposed filing exemptions are in Bill C-15

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