This Month’s Poll
Do you agree that public trustees, guardians and departments supporting Indigenous Services should be able to certify impairments for the Disability Tax Credit?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?
No Time To Waste: TFSA, RRSP or Both?
It’s February – no time to waste.
