The 2013 Budget introduced a slew of changes to tax rules in an attempt to plug loopholes.
When clients divorce or separate, they often transfer assets to their former spouses.
Recent and coming changes to national and provincial estate legislation
More taxpayers are choosing to electronically file their income tax returns, says the IRS. So far in 2013, more than 43 million people have self-prepared and e-filed their tax returns from home, an increase of more than 4% compared to the prior year. Read: IRS in hot seat for targeting conservative groups Through May 10, […]
Heading to the cottage? So are your clients. So learn how to help them protect their treasured assets from taxes.
NPOs offer a new solution to an old problem with recreational property.
Cardinal Point Wealth Management Inc. has appointment Terry Ritchie as the firm’s director for cross-border wealth services. “Terry brings a very specialized set of skills to our firm,” says James Sheldon, CEO of Cardinal Point. “There are very few individuals in our industry with his cross-border financial planning knowledge and experience.” Ritchie, whose wealth management […]
Insurers must inform legislators about potential negative consequences of changing the tax regime for products
The U.S. wants Canadian snowbirds to stay south of the border.
The IRS has been feeling the heat from both sides of the aisle since it’s been revealed the agency was subjecting politically conservative groups to heightened scrutiny.