When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
A new national strategy for financial literacy focuses on educating three broad groups of people
Move reflects lack of strong growth in some foreign operations
With the family tax cut, couples may have the extra funds they need to make investments in their children's future
Canadian clients who spend significant amounts of time outside the country every year risk losing their health benefits, as well as possibly facing negative tax consequences
Make sure clients over the age of 65 take steps to trigger the pension income credit. The often overlooked credit can present tax-planning opportunities
Cross-border tax practitioners are applauding a decision by U.S. tax authorities. Americans in Canada now will receive an automatic tax deferral on the income they earn within an RRSP or registered retirement income fund (RRIF) without having to make an annual tax filing. “Clearly, there’s no anti-avoidance going on with Americans owning RRSPs,” says Jamie […]
American taxpayers who own Canadian investment funds may be subject to U.S. taxes
Now that the IRS has new powers to track taxpayers who live outside their country, it is especially important to track changes in the U.S. tax code that relate to these taxpayers. This can include both more tax relief and additional burdens
After the U.S. started an aggressive campaign to corner its offshore tax cheats, many other nations followed suit. Now, there are fewer and fewer safe places for tax evaders to hide