Tax credit

Protect clients from gifting tax shelter schemes Fallback Image Decorative pattern

Industry

Protect clients from gifting tax shelter schemes

Your client wants to give to charity. But before he makes a donation, warn him about gifting tax shelter schemes. If it seems too good to be true, it probably is, says the Canada Revenue Agency (CRA). For example, if a tax shelter promoter offers a tax receipt for a larger amount than the donation […]

By Staff |February 27, 2013

1 min read

15 tax credits to help clients save Fallback Image Decorative pattern

Industry

15 tax credits to help clients save

Update clients on the following credits, which could reduce the amount they owe at tax time, says CRA.

By Staff |February 19, 2013

3 min read

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Planning and Advice

Don’t waste charity tax credits

There can be tax advantages to donating money to a charity at death, but don’t let your clients waste those advantages.

By Barry Corbin |February 13, 2013

3 min read

3 ways to help biz owners get cash Fallback Image Decorative pattern

Planning and Advice

3 ways to help biz owners get cash

Information on tax credits, government funding or private financing is hard to come by. So how do you get this information for business owner clients?

By Teri Kirk |February 11, 2013

2 min read