How medical symptom checkers can shine a light on robo-advice
The limits of expert systems
- By: Doug Carroll
- June 9, 2020 June 25, 2023
- 14:30
Top Stories in Columnists
Deducting home office expenses during the pandemic
The rules are restrictive and deductions require the employer’s support
- By: Frank Di Pietro
- June 2, 2020 June 25, 2023
- 13:00
Long-term care and the principal residence exemption
Can your client claim the PRE after moving to assisted living?
- By: Wilmot George
- May 5, 2020 July 11, 2023
- 15:00
A perfect storm is brewing for non-compliant U.S. taxpayers abroad
Subtle changes mean clients may want to act soon
- By: Max Reed
- May 4, 2020 July 11, 2023
- 14:23
Prescribed rate scheduled to drop for Q3
The lower rate creates opportunities for income splitting
- By: Jamie Golombek
- May 1, 2020 June 30, 2023
- 11:54
Fraud doesn’t take a holiday
Accounting chicanery to watch for ahead of earnings season
- By: Al and Mark Rosen
- April 23, 2020 May 12, 2020
- 13:24
Help your client plan for a spendthrift beneficiary
Use these tips to protect an inheritance
- By: Keith Masterman
- April 21, 2020 June 30, 2023
- 15:00
Tax strategies
Sidestepping superficial loss rules
The process of selling losing investments is fairly straightforward
- By: Frank Di Pietro
- April 16, 2020 June 25, 2023
- 11:00
Tax treatment of federal Covid-19 measures
RRIFs, CERB and working from home have tax implications
- By: Curtis Davis
- April 14, 2020 June 24, 2023
- 13:37
New trust reporting and disclosure rules are coming
The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information
- By: Margaret O’Sullivan
- March 27, 2020 April 13, 2020
- 09:30
From passive investors to active shareholders
ETF growth is building proxy power for passive managers
- By: Mark Yamada
- March 27, 2020 July 11, 2023
- 09:30
Part-time advisor’s business income doesn’t justify ‘staggering’ expenses
A Tax Court case shows what can happen to unsupported claims
- By: Jamie Golombek
- March 27, 2020 June 30, 2023
- 09:30
Navigating cash takeover offers for shares
Take the money and run
- By: Al and Mark Rosen
- March 27, 2020 April 13, 2020
- 09:30