Tax refunds – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 03 Oct 2024 19:31:08 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Tax refunds – Investment Executive https://www.investmentexecutive.com 32 32 Finance tax rebate ruling unreasonable, court finds https://www.investmentexecutive.com/news/from-the-regulators/finance-tax-rebate-ruling-unreasonable-court-finds/ Thu, 03 Oct 2024 19:31:08 +0000 https://www.investmentexecutive.com/?p=493890 Rebate decision failed to properly consider impacts of the pandemic

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]]> Improve your client’s cash flow with proper tax planning https://www.investmentexecutive.com/inside-track_/jamie-golombek/improve-your-clients-cash-flow-with-proper-tax-planning/ Mon, 20 Mar 2023 19:00:30 +0000 https://www.investmentexecutive.com/?p=462496 Two forms can eliminate a tax refund for 2023

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]]> How can you amend a broken tax return? https://www.investmentexecutive.com/newspaper_/special-report-on-taxes/how-can-you-amend-a-broken-tax-return/ Mon, 13 Mar 2023 04:06:00 +0000 https://www.investmentexecutive.com/?p=461526 Clients can make corrections on previously filed documents through online channels or using a paper form

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]]> Tax slip error has significant fallout for client https://www.investmentexecutive.com/insight/columns/tax-slip-error-has-significant-fallout-for-client/ Thu, 01 Sep 2022 19:00:23 +0000 https://www.investmentexecutive.com/?p=450602 Proactive collaboration is critical for resolution, client well-being

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]]> Time for automatic tax filing? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/time-for-automatic-tax-filing/ Mon, 22 Feb 2021 05:09:00 +0000 https://www.investmentexecutive.com/?p=416030 The government has proposed automated returns for simple tax situations

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]]> Help clients plan for tax-efficient charitable giving https://www.investmentexecutive.com/inside-track_/jamie-golombek/help-clients-plan-for-tax-efficient-charitable-giving/ Fri, 11 Dec 2020 20:00:13 +0000 https://www.investmentexecutive.com/?p=412673 Three topics to discuss with your clients before the end of the year

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]]> Confusing tax system is costing Canadians: Report https://www.investmentexecutive.com/news/research-and-markets/confusing-tax-system-is-costing-canadians-report/ Thu, 12 Mar 2020 15:36:02 +0000 https://www.investmentexecutive.com/?p=396752 MEI calls for simplification of tax system and reduction of tax rates

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]]> Canadians love their tax refunds https://www.investmentexecutive.com/inside-track_/jamie-golombek/canadians-love-their-tax-refunds/ Fri, 12 Apr 2019 16:17:08 +0000 https://www.investmentexecutive.com/?p=380134 Advisors can play a huge role in helping clients understand how taxes affect their investments

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]]> A tax refund isn’t a ‘windfall’ — it’s a sign of poor tax planning https://www.investmentexecutive.com/news/industry-news/a-tax-refund-isnt-a-windfall-its-a-sign-of-poor-tax-planning/ Thu, 04 Apr 2019 15:33:34 +0000 https://www.investmentexecutive.com/?p=379608 Canadians should fill out paperwork to reduce the tax they pay every pay period, CIBC's Jamie Golombek says

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]]> Reducing debt or investing a tax refund depends on your client’s situation https://www.investmentexecutive.com/building-your-business/financial-planning/reducing-debt-or-investing-a-tax-refund-depends-on-your-clients-situation/ Tue, 10 Apr 2018 10:00:17 +0000 https://www.investmentexecutive.com/?p=348911 The choice between saving or reducing debt has become an increasingly important decision

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