Tax Tip: The More Obscure Medical Expenses
Are you claiming all the medical expenses you or your clients might be entitled to?Outlook On Banks Turns Negative
On August 8th, Standard & Poor’s (S&P) revised its outlook on Canadian banks to “negative”. Why?
Global Sweet Spots Include Canada
Canada’s economic growth is poised to be in a sweet spot.
Onus of Proof on CRA
The Tax Court of Canada recently allowed an application for an extension to serve a notice of objection to an assessment. Perhaps the most interesting aspect of the case was the dismal performance of the Canada Revenue Agency (CRA).
Evelyn Jacks: Back to Retirement Planning School
The fall “back to school” time provides a great opportunity enhance knowledge-based careers.
The Delusionary Testator
It is not uncommon for elderly people to form delusionary beliefs about those who should rightfully be named in their will.
21 Distinguished Speakers Think BIG
There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.
