Downsizing Your CRA Tax Files?
Happy New Year! If one of your resolutions for 2026 is to downsize, or at least sort through all that stuff you don’t need anymore, you may inevitably run across those tax files you’ve been keeping for decades. Just how long do you have to keep them? Do you need permission to destroy them? From whom? Read on to learn more.Family Tax Cut – Don’t Waste Credits
The Family Tax Cut can change the way we think about which spouse should make the RRSP contribution.
Notice of Assessment by Online Mail
CRA is asking tax preparers to get email addresses and direct deposit information for their clients this year, but the process of retrieving the Notice of Assessment is less than clear.
Where’s the Money?
Everyone anticipates bad news on Friday the 13th, but on February 13th, 2015 Statistics Canada actually released some good news!
It’s the male seahorses that have the babies….
Find out about this and more at the 2015 Distinguished Advisor Conference (DAC).
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.
Recently Retired? Tax Filing Can Be Complicated
Recently retired? There are many new provisions on the tax return that could apply to couples for the first time, so filing early and with qualified professional help can be important. How you treat private pension income and Old Age Security benefits, for example, can have many positive tax outcomes.
