Tax

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Year-End Tax Tips – 2010

As the end of 2010 draws near, it is the perfect time to assess tax strategies and implement those tax-saving opportunities before the New Year arrives. Advisor.ca presents some tools and advice to help you make the best choices for you and your clients.

December 17, 2010

2 min read

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U.S. estate uncertainty still exists

Grandma still has time to get run over by a reindeer. Could it be? An early Christmas present from President Obama and the U.S. Congress? Well, if the Democrats in the U.S. House get their way over the next few days, that present will be a little smaller. So what am I talking about? As […]

By Terry F. Ritchie |December 13, 2010

3 min read

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Merry RSP season for Canadians

Despite the widespread adoption of the RRSP, one third of Canadians say they will not make a contribution to their plan this year, according to a survey commissioned by BMO Financial Group.

By Steven Lamb |December 10, 2010

1 min read

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U.S. to reinstate estate tax

Yesterday, President Obama and the Republican Congressional leadership tentatively agreed to work on draft legislation that would reinstate U.S. estate tax January 1, 2011, with an “exemption” of U.S. $5 million for U.S. citizens and U.S. domiciliaries and a maximum estate tax rate of 35%.

By Terry F. Ritchie |December 8, 2010

1 min read

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The new CPP changes

January 1, 2011 will see the first of a number of changes impacting how clients (and advisors) incorporate Canada Pension Plan (“CPP”) retirement benefits into their financial plans. These changes will become effective between 2011 and 2016. Clients who are thinking about retirement need to be informed of the new rules. The benefits will differ depending on client age and earnings history, as well as their ability or desire to work past the age of 60.

By Carol Bezaire |December 7, 2010

4 min read

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Year-end tax tips

December is a busy month for advisors, but you can help your clients close out 2010 on a positive note with these year-end tax tips.

By Gena Katz |December 1, 2010

3 min read

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Tax credits for taxing times

Don’t let the 12-page and eight and a half foot long Disability Tax Credit application form – T2201 – deter you from getting what is rightfully yours. And while you’re at it, let your advisor help you use lucrative tax credits to offset medical costs. The time to understand tax consequences of serious illness is […]

By Vikram Barhat |November 19, 2010

4 min read

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Briefly: “Mackenzie launches Founders Global Equity Class” and more news

Mackenzie Financial has introduced the Mackenzie Founders Global Equity Class, a new diversified global portfolio designed to provide long-term growth of capital. The fund combines the complementary styles of the Mackenzie Cundill and Mackenzie Ivy investment teams. It will invest predominantly in a select group of high-quality multinational companies based outside of Canada. Mackenzie Founders […]

By Staff |November 17, 2010

2 min read

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How to play the claim game

No matter what they do, financial advisors are going to get sued. And what’s worse is the court is not a level playing field. An ounce of prevention, therefore, is worth a pound of cure, says Ruth Mercer, senior general adjuster for Crawford & Company (Canada) Inc. Speaking to the audience at the Independent Financial […]

By Vikram Barhat |November 4, 2010

4 min read

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Fund sales spike in October

Mutual funds were back in vogue in October, as the Canadian industry attracted between $1.1 billion and $1.6 billion in net sales, according to the Investment Funds Institute of Canada (IFIC). Much of the enthusiasm can be attributed to surging market returns, says Jon Cockerline, director of policy, dealer issues, at IFIC. “[This] has been […]

By Steven Lamb |November 3, 2010

3 min read

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