When dealing with an irate client, first let them do the talking
Advisors, for the most part, are happy with the many changes that have occurred at their firms
The CRA’s two recent campaigns are part of a larger pattern of the agency becoming much more active in applying tax laws
Other dealers, however, say they are getting fair value from regulators for the fees they pay
Write an agenda and send it to the client ahead of time; be sure to take notes and, later, send a summary
While reviewing basics such as tax credits and capital losses, advisors can discuss a wide array of financial decisions
Global survey of banking executives found interesting discrepancies between those in Canada and their international counterparts
Similar regimes in use in the U.S., Britain and Quebec
The government is proposing rules to prevent the practice of people escaping taxation both at the corporate and personal levels (IE:TV)
Simplified rules intended to better target aggressive offshore tax planning schemes