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Budget 2017: Changes to tax structures on private corporations

Budget 2017: Changes to tax structures on private corporations

Debbie Pearl-Weinberg, executive director, Tax & Estate Planning, CIBC Wealth Strategies Group, reports on 2017 federal budget changes to the tax structures on private corporations.…

Feds to extend rules governing mutual fund mergers

The proposed rules will also apply to segregated funds

Budget proposes clarification of “factual control”

The proposed amendments to the Income Tax Act aim to address the decision in a recent court case that may have limited the scope of…

Budget targets tax treatment of derivatives

The government is proposing a rule targeting so-called “straddle” transactions, as well as allowing mark-to-market elections when derivatives are held on an income account

Ottawa proposes to extend anti-avoidance rules to RESPs and RDSPs

The proposal would improve the consistency of the tax rules governing registered plans and won’t affect the vast majority of RESP and RDSP holders, the…

Ottawa aims to step up fight against tax evasion, money laundering

The budget announced plans for a new national strategy to improve access to information for law enforcement about the people behind corporations and other legal…

Feds to invest up to $400 million in “late-stage” venture capital

The new Venture Capital Catalyst Initiative could also generate as much as $1.5 billion in total new funding, depending on the extent of private sector…

Budgetary deficits remain as expected

But while the national debt is expected to rise during the next few years, the debt/GDP ratio is expected to decline slightly during this time

Feds eliminate Canada Savings Bonds program

CSBs represents $5 billion of total federal market debt vs more than $50 billion during their height in the 1980s

Industry offers mixed reviews of this year’s federal budget

New measures target financial services sector stability

The federal government will propose legislation to formally designate the CDIC as the resolution authority for banks and to reinforce OSFI’s authority

Industry offers mixed reviews of this year’s federal budget

Feds clarify, expand notable tax credits

Budget 2017 proposes to replace the three existing caregiver credits with a single, new, non-refundable Canada caregiver credit to make the system less complex

Professionals will no longer be able to use billed-based accounting

Doctors, accountants, lawyers and others will now be required to include the value of work in progress when filing their income taxes

Ottawa targeting life insurers’ tax practices

The federal budget proposes new rules to ensure that Canadian life insurers are paying the appropriate taxes in Canada and not shifting their income to…

The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

Have You Thought About What Season Your Practice is in?

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

CPPIB spending $690M for minority stake in software firm Regnology

The firm makes software focused on regulatory reporting solutions for financial institutions

Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way

Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.

Private REITs Offer Stability in Uncertain Political Environments

How private REITs can reduce portfolio volatility in times of public market turbulence.

Why the Definition of Independence Matters in the Canadian Securities Industry

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

Designed Securities’ AI readiness – how progress and quick pivots are leading them forward

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

Brokerage Report Card 2024 main chart

How investment advisors rated their firms’ support offerings and tools

  • By: IE Staff
  • June 5, 2024 June 4, 2024
  • 09:16

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Can investing choices open doors to opportunity?

The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.

Can investing choices improve quality of life?

The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.

Can investing choices create a more inclusive economy?

The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.