Clients can minimize payments by choosing the calculation method that best suits them
The government wants the proposed package and eligibility rules to be flexible
Help your clients with their income splitting strategies
The government is already lowering minimum withdrawal rates for RRIFs
MEI calls for simplification of tax system and reduction of tax rates
Horizons facilitating tax-deferral election for clients
Don't cloud your client's retirement picture out of fear of this "recovery" tax
Help your clients navigate charitable donations, tax-gain donating and donor-advised funds
Lucy Iacovelli brings more than 25 years of experience to the role
The agency posted examples to demonstrate how the new rules are applied