Tax season is over. But that doesn’t mean your clients should forget about their taxes until next year.
Scotia Private Client Group has launched its Scotia Private Corporate Class Pools—a new class of funds geared to wealthy Canadians looking to boost their portfolios by deferring and minimizing the taxes paid on non-registered investments. The funds cater to clients who favour a more conservative investment approach, says Tuula Jalasjaa, Managing Director and Head, Investment […]
Americans in Canada can come out of hiding now that the IRS is offering amnesty to delinquent tax filers.
While few things can tame the whims of the TSX, NYSE or Nasdaq, advisors have a great deal of control over how much tax their clients pay. It’s often said a dollar that doesn’t make it to the CRA is as good as a dollar earned.
Whether it’s a co-ownership of a family cottage with a sibling, or of an urban rental property, the legal structure of the ownership agreement plays a key role in determining tax implications.
The Internal Revenue Service has announced a plan to help U.S. citizens living overseas, including dual citizens, catch up with tax filing obligations.
Americans abroad, hear this: The U.S. needs your money and will cross borders to get it.
The notion of a global tax environment is no longer alien. In fact, it's a natural response to the growing interconnectedness of global financial markets.
For couples, living together can affect taxes. Tax laws in Canada are the same for common-law partners as they are for married couples, says Hélène Marquis, Regional Director of World Advisory Services at CIBC.
Advisor.ca is at the 14th National Conference of the Society of Trust and Estate Practitioners in Toronto.