Home Rudy Mezzetta

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

  • October 3, 2023 October 2, 2023
  • 09:00

CRA offers no relief on stiff penalties for late-filing UHT returns

Tax agency releases underused housing tax self-assessment tool

  • September 25, 2023 September 25, 2023
  • 13:30

Alberta downplaying pension plan proposal risk, experts say

Broad estimates and generous assumptions may mean the APP is less viable than it seems

  • September 22, 2023 September 22, 2023
  • 16:28

Does the underused housing tax apply to 24 Sussex Drive?

The Canada Revenue Agency's extended deadline to file a UHT return and pay any tax is approaching

  • September 12, 2023 September 12, 2023
  • 10:00

CRA announces prescribed rate for Q4

Interest rate Canadians must pay on overdue tax will remain 9%

  • September 11, 2023 September 12, 2023
  • 10:50

New alternative minimum tax regime to raise $2.6B: PBO

Canadians making above $300,000 to contribute 98% of total AMT

  • September 8, 2023 September 8, 2023
  • 16:13

Do executors have to accept the role?

What to know before administering an estate

  • August 18, 2023 August 18, 2023
  • 15:01

CI Financial buys Montreal-based wealth manager Coriel Capital

The acquisition adds to CI's ultra-high-net-worth business

  • August 10, 2023 August 10, 2023
  • 14:28

CI Financial rebrands U.S. wealth business as Corient

Toronto-based firm sold 20% stake in U.S. business in May

  • August 1, 2023 August 1, 2023
  • 13:59

CRA releases revised form for mandatory tax disclosures

Expanded reporting regime is intended to help the CRA fight aggressive tax planning

  • July 27, 2023 July 27, 2023
  • 17:16