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Filing taxes for busy families

If you're paying off student loans, adopting, or raising a family, don't miss these tax savings.

Telling CRA about foreign assets

If you rent out your Florida vacation home, have a Wall Street portfolio, or own other foreign assets worth more than $100,000, CRA wants to…

Will new trust rules impact you?

An alter ego trust (AET) can be useful for Canadian residents 65 or older who want to avoid probate tax on transfer of assets.

How to file taxes if you’re a landlord

Make sure to track expenses carefully.

Get compliant with the IRS

If you’ve only recently found out you or your spouse are considered a U.S. taxpayer, you may have failed to report income and pay tax.

Condo investment shouldn’t be a tax nightmare

Jodi and Alex* live in a four-bedroom home in Windsor, Ont., with their two sons, but want to invest in a one-bedroom condo in Toronto.

How to report digital currency to CRA

If you deal with bitcoins, report them to CRA properly

How to deal with a cross-border estate

Being an executor isn’t easy. That goes double for executors in charge of an estate with significant U.S. assets, or a fully U.S.-domiciled estate.

Action Idea – How to deal with a cross-border estate

If your client has significant U.S. assets, research the applicable federal and state laws when it comes to closing the estate, as well as any…

  • March 23, 2015 March 23, 2015
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Conversation Starter – How to deal with a cross-border estate

If your client has significant U.S. assets, ask your client, “Have you discussed U.S. reporting regulations and tax laws with your executor?”

  • March 23, 2015 March 23, 2015
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How to report farming income to CRA

Learn how to file your taxes properly.

Family tax benefits in 2015

At the end of tax season, many Canadians resolve to do better next year. So while you may be concentrating on your 2014 return, here’s…

Help for families filing 2014 taxes

It’s tax time. Make sure your family takes advantage of recent changes to tax benefits, and avoids being subject to the evolving kiddie tax.

When CRA gets it wrong

We expect fair treatment in a dispute with CRA. But, proving CRA didn’t live up to its duties doesn’t guarantee success in court.

Understanding OAS and GIS clawbacks

You will not find a single instance of the word “clawback” in Canada’s tax legislation.

Action Idea – Understanding OAS and GIS clawbacks

Need to get your client thinking about taxes and their retirement benefits? Try this tip.

  • March 4, 2015 March 4, 2015
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Conversation Starter – Understanding OAS and GIS clawbacks

Ask your client, “Have you considered how much OAS you’ll actually get when you retire?”

  • March 4, 2015 March 4, 2015
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进行明智捐赠的四个提示

4 tips for making smart donations

  • By: 员工
  • March 2, 2015 March 2, 2015
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स्मार्ट डोनेशन करने के लिए 4 सुझाव

4 tips for making smart donations

ਚੁਸਤ ਦਾਨ ਕਰਨ ਦੇ 4 ਨੁਕਤੇ

4 tips for making smart donations

4 tips for making smart donations

The tax agency is offering a few tips to ensure those giving to charity can feel secure about their donations.

  • By: Staff
  • March 2, 2015 August 1, 2018
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What happens to unreported pension income?

A common question about pensions is, “Should you take your pension or opt for a lump sum, which can then be (partially) transferred into a…

Action Idea – What happens to unreported pension income?

Need to get your client thinking about his pension from his employer? Try this tip.

  • February 27, 2015 February 27, 2015
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Conversation Starter – What happens to unreported pension income?

If your client plans to withdraw a pension, ask your client, “Have you considered your options when it comes to your pension?”

  • February 27, 2015 February 27, 2015
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When’s the right time to move to the U.S.? Part 2

In Part 1, you met Jim and Sarah, who are considering a move to Texas.

  • By: Katie Keir
  • February 25, 2015 August 1, 2018
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