Tax

Feds release draft legislation on trust reporting, ETF taxation Feds release draft legislation on trust reporting, ETF taxation

Tax News

Feds release draft legislation on trust reporting, ETF taxation

Draft legislation also seeks to implement a raft of proposals from Budget 2021 

By Rudy Mezzetta |February 7, 2022

3 min read

Three things to do before tax season Three things to do before tax season

Advisor's Edge

Three things to do before tax season

Now is the time to review plans jolted by the pandemic

By Curtis Davis |February 4, 2022

3 min read

Advisor’s expense claims get cold reception at Tax Court Advisor’s expense claims get cold reception at Tax Court

Advisor's Edge

Advisor’s expense claims get cold reception at Tax Court

After starting a side business selling insurance, an advisor went too far in claiming expenses

By Jamie Golombek |February 4, 2022

3 min read

Ontario’s estate audit rules keep executors honest Ontario’s estate audit rules keep executors honest

Advisor's Edge

Ontario’s estate audit rules keep executors honest

While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets

By Rudy Mezzetta |February 4, 2022

4 min read