Tax News

Industry

Dispute an unfavourable tax assessment

Help your client take on the taxman.

By Christopher Mason |April 30, 2013

3 min read

Industry

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

Industry

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

Estate Planning

Book succession battle ends up in tax court

Faceoff between brokerage and advisor’s estate heats up.

April 24, 2013

5 min read

Estate Planning

Best ways to mature RRSPs

Your client wants the highest, most consistent income stream possible.

By Francys Brown |April 24, 2013

4 min read

Industry

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

Life

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

Industry

Is an RRSP always worthwhile?

The conventional wisdom within the advisor community is "save, save, save." While this rule is almost always true, low-income clients may pose a slight exception.

By Mark Noble |April 22, 2013

5 min read

Industry