Tax

When is the best time to take CPP and OAS? When is the best time to take CPP and OAS?

Tax News

When is the best time to take CPP and OAS?

Advisors need to consider several aspects, such as life expectancy and whether the client will spend or invest CPP and OAS

By Daniel Calabretta |April 5, 2022

3 min read

Programs and incentives to help first-time homebuyers Programs and incentives to help first-time homebuyers

Tax Strategies

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

By Jacqueline Power |March 31, 2022

4 min read

The Liberals plan to review tax treatment of REITs. Will this help renters? Fallback Image Decorative pattern

Tax News

The Liberals plan to review tax treatment of REITs. Will this help renters?

Targeting REITs and other large owners of residential real estate such as lifecos and pension plans might disincentivize investment, one expert says

By Rudy Mezzetta |March 30, 2022

3 min read

Love and taxes, Part II: Tax and estate planning for two spouses Love and taxes, Part II: Tax and estate planning for two spouses

Tax Strategies

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

By Wilmot George |March 30, 2022

5 min read