Before clients get caught up in the holidays, urge them to start tax planning.
Inform clients of this year's tax-loss selling deadlines for Canadian- and U.S.-listed securities.
Finance your client’s return to school tax-efficiently
CRA is reminding taxpayers and registrants that they have until December 31, 2015 to make a taxpayer relief request related to 2005.
Help clients boost the after-tax returns of investments held outside of registered accounts.
Helping millennial clients
Gifting assets during one’s lifetime is fraught with legal and tax traps
Donating to charity can be rewarding, both personally and financially.
Helping millennial clients
How to report gains and losses