No More Sworn Testimony, But Audits Are Still Stress Inducing

“That” Phrase: it’s one no taxpayer wants to hear – digitally or otherwise. “You’re being audited.” If you’ve had to deliver that news you’ll know that the reaction can range from indignity to shock to panic. Based on the latest piece of legislation before Parliament, you might have to tell more of your clients to buckle up, it’s going to be a bumpy ride. CRA will now have greater powers. Consider this:

The deadline for making your final RRSP contribution for the 2013 tax year is quickly approaching – Monday, March 3.

I do about 200 trades a year. Can I assemble all trades into one final total instead of having to input each one, one line at a time?

Expand your specialized wealth management knowledge with the Master Financial Advisor™ program. Find out how you can attend the Retirement and Succession Planning Bootcamp at no charge.

Financial Fotographs, the book that is making money management a function of the family unit, was officially launched February 2 at Coyote Creek Golf Course in Surrey, BC.

At some time in the lifecycle of a business, the owner/manager must deal with the sale or succession of their business. In Accounting for Business Transitions, understand the business issues involved and know what financial information is required to make decisions during the sale or transfer of the business.

The Investment Income Calculator provides a step-by-step method for planning investment income for a single client or a couple over a four-year period and will quickly determine the tax impact on investment income and help you reconfigure solutions when alternative saving strategies are required. Try a free trial today!