Tax

Estate Planning

Agricultural legacies are opportunities for advisors

Estate planning for farmer clients

By Natasha van Bentum |January 27, 2017

6 min read

Estate Planning

Three tools for people with special needs

Estate planning techniques to consider

By Margaret O’Sullivan |January 27, 2017

4 min read

Tax News

Does going fee-based save clients tax?

Factors to consider

By Doug Carroll |January 27, 2017

5 min read

Tax News

What happens when the foreign tax credit is denied

By Jamie Golombek |January 27, 2017

4 min read

Taxes for West Coast Canadians

Why read this? Your client is a B.C. logger or resident. What to do Claim the Logging Tax Credit If your client paid provincial logging tax, she may be able to claim a federal credit. The credit is the lesser of either 6.6667% of her logging income for the year, or two-thirds of the provincial […]

By Jessica Bruno |January 27, 2017

4 min read

CRA business-inquiries phone line gets a C-

Third time isn’t a charm for the CRA’s business inquiries phone line. As part of its red tape awareness week, the Canadian Federation of Independent Business (CFIB) has conducted its third secret shopper evaluation of CRA’s call centre, giving it a grade of C-minus. Read: CRA tweaks process for accessing online tax info of businesses […]

By Staff |January 26, 2017

2 min read

Help your immigrant client face the taxman

Taxes can be confusing for anyone in Canada, and more so if you’re new to the country. Read: This chart shows where your next clients will come from But if your client is a newcomer, don’t let him put off the taxman. Your client must file a return to receive a refund or to take […]

By Staff |January 23, 2017

2 min read

Top tax credits and benefits for seniors

Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential tax numbers Read: Navigate RRSP attribution rules Read: CRA tweaks process for accessing online tax info of businesses

By Staff |January 18, 2017

2 min read