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Executors take note: CRA has issued an update of Form T2075, Election To Defer Payment Of Income Tax, Under Subsection 159(5) Of The Income Tax Act By A Deceased Taxpayer’s Legal Representative Or Trustee.
Is there a new disability in the family for someone under the age of 49? Astute tax and financial advisors will want to introduce the RDSP (Registered Disability Savings Plan) as a savings option to shore up support for the future. But, who is eligible and what can be contributed? A primer on this very lucrative plan should be discussed with your clients.
It’s time to put your professional education plan in place and to map out how you will achieve your CE/CPD credits this fall.
Are the proposed costs of the new CPP increasingly unsustainable? Are they the answer to retirement security for Canadians?
Estate Planning with Life Insurance is an important cornerstone of family wealth planning, but with recent tax changes, a professional update is required for any tax and financial advisor working with high-net-worth families.