Planning and Advice

Taxes for professionals and union members Fallback Image Decorative pattern

Planning and Advice

Taxes for professionals and union members

If your clients are doctors, lawyers, engineers, union members or other professionals, don’t overlook the tax savings that come with reporting mandatory dues and association income.

By Jessica Bruno |April 8, 2016

1 min read

Ontario wants to revamp advisor regulation Fallback Image Decorative pattern

Industry

Ontario wants to revamp advisor regulation

Ontario is seeking feedback on recommendations to help consumers access quality advice.

By Staff |April 6, 2016

1 min read

Tell cross-border clients to renew U.S. passports Fallback Image Decorative pattern

Planning and Advice

Tell cross-border clients to renew U.S. passports

Advise cross-border clients to apply early to avoid a backlog as Americans renew 10-year passports.

By Staff |April 6, 2016

1 min read

Seniors must renovate their homes to age in place Fallback Image Decorative pattern

Planning and Advice

Seniors must renovate their homes to age in place

Most seniors want to remain in their family homes as they age, but must often renovate and retrofit their places to make them senior-friendly.

By Staff |April 6, 2016

1 min read