Update clients on the following credits, which could reduce the amount they owe at tax time, says CRA.
The Certified General Accountants Association of Canada (CGA-Canada) today launched its 2013 tax portal, a national one-stop resource for personal tax information. Designed for both the public and business professionals, the portal features access to the 2012-13 personal tax planning book, key filing deadlines, links to advice and news articles, and a link to a […]
Help their clients take advantage of these 11 tax-saving opportunities and strategies.
When clients separate or divorce, they may not think about taxes when dividing property.
Personal income tax and benefit amounts are indexed to inflation using Statistic Canada’s CPI each year.
As more advisors are assisting families to open these plans, be aware of two specific points.
Tax time is right around the corner and with the right advice your clients can minimize what they hand over to the government.
As the year winds down, your clients’ thoughts turn to taxes. Or not. The point, though, is that they should; because any tax issues they clear up late in 2012 or early in 2013 will mean savings throughout the coming year. As you prepare for year-end meetings, phone calls or other communications with clients, here […]
With at least three decades to go before retirement, Josh’s portfolio is invested in global mutual funds, commodity stocks and specialty funds. Through diligent saving, he has managed to put away $110,000.
Doctors, Dentists, lawyers and other professionals make great clients. They’re usually high income earners with steady and predictable cash flow. Most will fund their own retirements, so they want capital preservation. One surefire preservation method is to save on taxes. Here’s how.