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It is good news for financial services professionals that regulators and advisor organizations are raising practice standards. But higher standards can be a double-edged sword. Financial advisors can expect the courts to hold them to those higher standards if clients sue. That means it’s good business to have errors and omissions insurance. Look at E&O […]

  • January 3, 2007 January 3, 2007
  • 11:15

The Canada Revenue Agency promises to crack the compliance whip even harder in 2007, the agency’s deputy commissioner and chief operating officer, Bill Baker, told attendees at the annual Canadian Tax Foundation conference in Toronto on Nov. 28.As well, the conference heard that the Department of Finance hopes to clarify issues surrounding the children’s fitness […]

  • January 3, 2007 January 3, 2007
  • 09:58

Clients can try to duck around provision in the Budget Implementation Act, but strategies could involve some risk

  • December 5, 2006 December 5, 2006
  • 11:59

The Canada Revenue Agency has added pages to its Web site to help advisors and clients fully understand each registered charity

  • December 5, 2006 December 5, 2006
  • 11:24

Tax experts decry the newest version of offshore trust rules as hopelessly complex and difficult to administer

  • December 5, 2006 December 5, 2006
  • 11:04

The new BPM enables advisors to keep abreast of industry codes, standards and ethics

  • December 5, 2006 December 5, 2006
  • 10:17

Children need help learning how to preserve wealth, maintain the family company or continue charitable giving

  • November 13, 2006 November 13, 2006
  • 13:48

Canada could become more competitive economically by implementing a “notional interest deduction” that would boost equity investment, tax policy experts say. However, they concede, implementation of the innovative measure would require a complete overhaul of Canada’s corporate and personal tax system.Belgium recently led the way by introducing the NID. Jack Mintz, business economics professor at […]

  • November 13, 2006 November 13, 2006
  • 12:08

New measures needed after EU rules that Belgium’s business co-ordination centres are “illegal state aid”

  • November 13, 2006 November 13, 2006
  • 12:08

Incentives for seniors don’t make up for losses

  • November 13, 2006 November 13, 2006
  • 12:08