Need to get your client thinking about what to do with capital gains or losses? Try this tip.
Need to get your client thinking about what to do with capital gains or losses? Try this tip.
Monitor your clients’ portfolios year-round for capital gains or losses, and talk to your clients about when to hold investments, and when to sell. If a client is sure a stock or fund won’t recover, sell, and explain how she can use the capital losses to offset other gains on her tax return, now or in future.
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
Laurentian Bank has announced further executive shifts following its leadership change earlier this month
Ontario court allows U.S. shareholders to pursue both cases
Report finds the technology is being used to segment clients and generate insights