Tax Preparation and Planning

Margaret, 66, and Jack, 70, are getting married next summer. What should they do with their two homes?

More year-end tax strategies for investors to consider

How this couple can build financial resilience in case of unexpected bad news. Plus, a tax-smart plan for RRIF reform that helps the vast majority of retirees

How to build a financial fitness routine, just like exercising

Retirement planning for business owners can take different forms

Your retired client is downsizing to one advisor. Here’s how to make sure they stick with you

Can John, 62, overcome his fear of ‘harvesting’ his wealth?

Why clients may be feeling anxious this tax season

Joe Biden and Jill Biden report 7% income rise in latest release of tax returns

Foreign landlord fails to pay taxes, CRA goes after tenant

Costs for CRA’s bare trusts rules neared $1-billion, survey of accounting firms suggests

8 tax tips for first time tax filers

New tax rules forcing many Canadians to spend hundreds on accounting, legal fees

Federal cannabis review calls for look at tax structure among 54 recommendations

Technical issue at CRA delayed tax refunds for FHSA holders

Eight tax tips for the self-employed

How to avoid a CRA audit in 2024 as complex new rules come into play

Federal carbon rebates are now available for some Canadians. Here’s how much you could get