Guiding your clients through the many benefits available to them; new rules on IPPs; helping business owners retire; yearend tips; income-splitting; and much more.
December 15, 2011
Guiding your clients through the many benefits available to them; new rules on IPPs; helping business owners retire; yearend tips; income-splitting; and much more.
December 15, 2011Ottawa should appoint expert panels to “modernize and simplfy” personal income taxes, committee says
In recent blog posts, lawyer Matthew Kelleher of McCarthy Tétrault LLP offers business owners tips on what to do before selling their company.
Canadian tax laws give substantial breaks to small-business owners with active companies who are nearing retirement. Being available to help with the handoff can help lead to other services for the client
The close of the calendar year is a significant date for many tax-planning issues, such as charitable giving and RESPs. This list will help ensure your clients’ tax strategies are in order
Most provinces are still labouring to reduce the deficits they ran up following the 2008 financial crisis and have little to offer taxpayers in the way of credits and tax cuts
In their annual pre-budget submissions to the federal government, financial industry associations made suggestions about the proposed pooled registered pension plan scheme, streamlining financial regulations and reducing taxes
The politics of the most recent federal budget created a range of small credits, although greater complexity may result
Historically low interest rates and slumping stock prices make this a good time to consider a spousal loan as an income-splitting strategy in situations in which one spouse earns much less than the other
The institutions issuing tax slips often do the necessary conversions, but your clients may be left with the task
Two changes, intended to eliminate certain inconsistencies between the tax benefits of individual pension plans and other retirement vehicles, could make IPPs far less attractive
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
