Help your client take on the taxman.
The IRS has released draft versions of two new tax forms that may apply to your clients.
Not even President Barack Obama gets the most of his tax returns.
More than half of Canadians who will be receiving a refund this year will use their refund either to pay down household debt or invest, according to a BMO Nesbitt Burns study.
Here are some tips and must-reads for you and your clients.
After an insurance policy’s 10th year, it must pass three tests to remain classified for protection, not investment, known collectively as the Exempt Test. Here’s how you can ensure your clients pass the test.
Your client’s tax return can tell you a lot. It can tell you about support payments she’s making to her former spouse, what sports her kids play or what charities she supports.
The one million Americans who live in Canada may face additional tax and reporting considerations regardless of where they call home, or how little time they spend in the U.S.
When clients buy insurance, the Income Tax Act classifies policies as meant for protection, not investment.
The Canada Revenue Agency (CRA) has issued a reminder that students who don’t file a tax return may be missing out on benefits and tax credits.