Tax Avoidance, Financial Stress & Well Being
Earlier this month, Statistics Canada published a report titled Stretching the Loonie: a time series analysis of financial difficulty and quality of life. The report is based on a nation-wide survey and the results are concerning. They reveal a serious trend and it is possible this is contributing to the late filing trend we are seeing this tax season.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.
