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12 Essential Year-End Tax Planning Questions

Complex new tax rules were introduced for 2018 and 2019. Tax accountants, wealth advisors, and taxpayers will need to follow the “after-tax lifeline” of an invested personal or corporate dollar with 12 planning strategies.

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$110 Million Owing on TFSA Audits

Over the past year, the Canada Revenue Agency has made it a priority to collect on what they’ve deemed to be over $100 Million in unpaid taxes on TFSA investments. But can investors fight back?

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Developing Trust in the Financial Advice Sector: Education and Enforcement Demanded

Is more regulation needed to protect consumers from unscrupulous tax and financial advisors? That was the subject of KBR’s July poll, and it’s clear that to industry professionals, the answer isn’t so black and white. Our readers agree it’s a problem, but the solution falls somewhere between simply answering “yes” or “no.”

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