This Month’s Poll
Should the Old Age Security clawback start at a lower net income than the current $93,454?Knowledge Bureau Designate Highlight: Faline Linstone
Faline Linstone from Kamloops, BC recently completed the T1 Professional Tax Preparation - Basic course to upgrade her qualifications, and she met all of her objectives.
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.
