Use this handy list of tax numbers as a quick reference
Help clients turn investment losses into a tax win
Helping clients establish a "hierarchy of withdrawals"
Help clients prioritize the most tax-efficient assets
For the best tax treatment, distinguish between current and capital expenses
Tax rules offer flexibility when a client has both a spouse and a common-law partner
CRA outlined credits, rebates and reporting requirements
Help your client claim these non-refundable tax credits
Make sure clients don’t run afoul of the attribution rules
Now is the time to review plans jolted by the pandemic