Helping First Nations, Inuit and Metis with Tax Filing
The Canada Revenue Agency is trying to reach out to Canada’s First Nations, Inuit and Metis to encourage them to file their tax forms on time and could use your help to make sure these communities get all the tax benefits they are entitled to. But filing tax returns are not always easy, especially when there is income on and off the reserve.Illness In the Family? The Tax System Provides Relief
This is a good time of the year to discuss family health – with your tax advisor!
New Trust Legislation Enacted
Advisors should inform their high net worth clients of recently enacted changes to tax benefits arising from the use of trusts.
CPP – Now or Later?
One of the more difficult decisions for those approaching retirement is when to start receiving their CPP retirement pension.
Foreign Income Verification Reporting – Form T1135 (Part 2)
Last week we covered Foreign Income Verification Reporting, Form T1135 in general along with the basic requirements of foreign holdings reporting. This week we’ll look at the form in detail and cover some of the specific reporting requirements.
June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates
Substantial tax reform has recently changed the rules for post-death planning for high net worth families.
DAC 2015 is Heading to Puerto Vallarta, Mexico
Have you reserved your spot at the 2015 Distinguished Advisors Conference (DAC) yet?
