Does your client have family outside Canada? Could your client and her family benefit from a non-resident trust? Try this tip.
Explain how tax can be saved with an NRT, and how an NRT works best when contributors and trustees reside outside Canada.
If something looks off, double-check your slip
Be sure to comply with new designation rules
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our...
How parents can file to benefit from a suite of tax advantages
Help clients get the maximum benefit from these accounts
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Report finds the technology is being used to segment clients and generate insights