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Latest news in Tax

Tips to help lifelong learners save tax

Tuition, grants, textbooks and more: be tax savvy when you head back to school.

Donation tax credit gets a facelift

The new tax bracket for top earners means changes to the donation tax credit.

Action Idea – Provincial trust residency

If you have a client setting up a trust, try this tip.

  • January 4, 2016 January 4, 2016
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Worksheet: FATCA reporting for U.S. citizens

A U.S. person’s advisor and bank must report these

  • December 31, 2015 December 31, 2015
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Conversation Starter – FATCA reporting for U.S. citizens

If your client is a U.S. citizen, ask: “Are you aware of the FATCA reporting requirements for 2015?”

  • December 31, 2015 December 31, 2015
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Conversation Starter – New spousal trust rules

If your client is in a second marriage, ask your client, “Did you know recent tax changes to trusts can affect your estate?”

  • December 26, 2015 December 26, 2015
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Top tax stories of 2015

There was a lot of action on the tax front this year, and we’ve kept tabs on the government’s every move. Here are the biggest…

  • By: Staff
  • December 21, 2015 December 21, 2015
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5 year-end tax tips

The end of the calendar year brings with it many to-dos. But one thing you don’t want to leave until the new year is tax…

  • By: Staff
  • December 21, 2015 December 21, 2015
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Top 10 Advisor to Client stories of 2015

It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that…

  • By: Staff
  • December 18, 2015 December 18, 2015
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Conversation Starter – When to use incentive trusts

Ask your client if they plan to spend their wealth, transfer their wealth or do a combination.

  • December 16, 2015 December 16, 2015
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Action Idea – Tax planning with non-resident trusts

Have a client with a resident trust in a high-tax province? Try this tip.

  • December 11, 2015 December 11, 2015
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Conversation Starter – Tax planning with non-resident trusts

Ask your client, “Have you considered a more tax-favourable location for your trust?”

  • December 11, 2015 December 11, 2015
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The TFSA limit will go back to $5,500 in 2016

It's official. The $10,000 TFSA limit is rolling back to $5,500. The change is effective January 1, 2016, so you won't be affected for 2015.

Conversation Starter – Non-resident PoAs

Ask your client, “When was the last time you reviewed your will and PoA documents?”

  • December 8, 2015 December 8, 2015
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Conversation Starter – T1135 tax traps

Ask your client, “Are you reporting all foreign income, including income from foreign life insurance policies and real property?”

  • December 4, 2015 December 4, 2015
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Finance your return to school tax-efficiently

Three tax-friendly ways to pay for continuing education.

How to file FBARs

If you qualify as a U.S. person, you may be required to file a special tax form.

Are Alberta trusts worth it?

Changing tax rates mean it’s not so clear.

Limited time to recover refundable tax

A recent Federal Court of Appeal decision reminds business owners how important it is to file their corporate returns on time.

Action Idea – Non-resident trusts

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…

  • November 27, 2015 November 27, 2015
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Conversation Starter – Non-resident trusts

If your client receives distributions from a trust, ask your client, “Have you considered the tax implications of your distributions?”

  • November 27, 2015 November 27, 2015
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Conversation Starter – TFSAs: Not a simple decision

If your client is a private business owner or incorporated professional who invests corporately, ask your client, “Did you know fixed income investments do better…

  • November 25, 2015 November 25, 2015
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Conversation Starter – Are you taking full advantage of your TFSA?

Ask your client, “Are you taking full advantage of your TFSA?”

  • November 25, 2015 November 25, 2015
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How to file taxes in the sharing economy

Reporting income and claiming expenses.

Action Idea – How entrepreneurs can earn green cards

Have a client who’d like to live in the U.S.?

  • November 12, 2015 November 12, 2015
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