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Chalk drawing of house
Tax strategies

Programs and incentives to help first-time homebuyers

These initiatives can help clients enter the housing market

Financial Advisor Assisting Senior Couple
Wilmot George

Love and taxes, Part II: Tax and estate planning for two spouses

Tax rules offer flexibility when a client has both a spouse and a common-law partner

A doctor and an elderly patient are indoors at the woman's home. The doctor is talking to the woman while holding a tablet computer.
Tax strategies

All about eligible medical expenses

Help your client claim these non-refundable tax credits

stock market manipulation
Advisor’s Edge

When stock frauds go beyond gaming the numbers

Claims of novel technology are at the centre of many collapses

couple saving money together
Advisor’s Edge

No court relief for accidental RRSP overcontribution

A lack of understanding about spousal RRSP limits was no excuse

spousal RRSP
Tax strategies

Spousal RRSPs: What you need to know

Make sure clients don’t run afoul of the attribution rules

energy sector oil and wind power
Advisor’s Edge

Energy ETFs face a low-carbon future

New risks and rewards from Canada’s second-largest sector

recruitment
Advisor’s Edge

The financial industry wants you — to mentor

The advice channel’s survival depends on seasoned veterans who are willing to impart knowledge

tax season
Tax strategies

Three things to do before tax season

Now is the time to review plans jolted by the pandemic

globalization
Advisor’s Edge

Beware of post-pandemic globalization

Things are about to get (more) complicated for investors

  • By: Mark Yamada
  • February 4, 2022 February 3, 2022
  • 15:00
business expenses
Advisor’s Edge

Advisor’s expense claims get cold reception at Tax Court

After starting a side business selling insurance, an advisor went too far in claiming expenses

working from home
Advisor’s Edge

Efficient work isn’t always the most effective

Building trust remotely is still a challenge

risky move
Advisor’s Edge

Finding the tipping point of stock collapses

When does accounting become important?