Home Rudy Mezzetta

The CRA's interest rate on overdue tax will remain the same for a third consecutive quarter

  • July 25, 2023 July 25, 2023
  • 12:17

The industry is still waiting for certain forms needed to administer the new plans

  • July 21, 2023 July 21, 2023
  • 13:22

Accountholders' unused TFSA contribution room exceeded the market value of their plans at almost all income levels

  • July 20, 2023 July 20, 2023
  • 16:38

Agency had been directing taxpayers to contact a CRA official before speaking with their tax advisor

  • July 14, 2023 July 14, 2023
  • 12:32

Clients can see annuities as an attractive alternative to managing their own retirement investments

  • July 13, 2023 July 13, 2023
  • 09:56

Strategic withdrawals allow clients to smooth out their income levels over retirement

  • July 11, 2023 July 17, 2023
  • 15:23

Here’s the status of tax proposals that matter to your clients

  • July 10, 2023 July 10, 2023
  • 16:24

Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries

  • June 30, 2023 June 30, 2023
  • 13:18

Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits

  • June 27, 2023 June 27, 2023
  • 17:13

Benefit is meant to support working-age Canadians with disabilities, but details still to be determined

  • June 26, 2023 June 26, 2023
  • 16:29