Tax Tips

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Dispute an unfavourable tax assessment

Help your client take on the taxman.

By Christopher Mason |April 30, 2013

3 min read

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IRS requests comment on new foreign income forms

The IRS has released draft versions of two new tax forms that may apply to your clients.

By Staff |April 29, 2013

1 min read

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How Obama can boost his tax returns

Not even President Barack Obama gets the most of his tax returns.

April 26, 2013

1 min read

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Majority to use tax refunds to invest, pay debt

More than half of Canadians who will be receiving a refund this year will use their refund either to pay down household debt or invest, according to a BMO Nesbitt Burns study.

By Staff |April 25, 2013

2 min read

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It’s not too late for tax tips

Here are some tips and must-reads for you and your clients.

By Staff |April 23, 2013

2 min read

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Do client policies pass the exempt test?

After an insurance policy’s 10th year, it must pass three tests to remain classified for protection, not investment, known collectively as the Exempt Test. Here’s how you can ensure your clients pass the test.

By David Wm. Brown |April 22, 2013

2 min read

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Tax returns reveal a lot about clients

Your client’s tax return can tell you a lot. It can tell you about support payments she’s making to her former spouse, what sports her kids play or what charities she supports.

By Jason Heath |April 15, 2013

2 min read

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Americans living in Canada face more tax considerations

The one million Americans who live in Canada may face additional tax and reporting considerations regardless of where they call home, or how little time they spend in the U.S.

By Staff |April 9, 2013

3 min read

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Keep insurance returns tax-free

When clients buy insurance, the Income Tax Act classifies policies as meant for protection, not investment.

April 9, 2013

3 min read

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Tax tips for students

The Canada Revenue Agency (CRA) has issued a reminder that students who don’t file a tax return may be missing out on benefits and tax credits.

By Staff |April 8, 2013

1 min read

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