Special Report on Taxes 2022

This year’s special report examines several tax challenges facing financial advisors, such as new mandatory disclosure rules, cross-border taxes, traps when converting a home into a rental property, and more.

October 30, 2022

Cross-border tax guide

What you need to know when advising American clients in Canada

  • October 31, 2022 February 28, 2023
  • 00:10

Q4 is a critical time for realizing tax benefits

Make sure clients are aware of these key deadlines before the end of the year

  • October 31, 2022 November 2, 2022
  • 00:07

CRA clarifications boost the case for joint partner trusts

Ability for both spouses to contribute independently opens up more possibilities

  • October 31, 2022 October 28, 2022
  • 00:04

Beware this tax hit when converting a home into a rental property

Clients should tread carefully if they change the intended use of a building or residence

  • October 31, 2022 November 1, 2022
  • 00:02

Advisors could be caught in CRA’s expanded mandatory disclosure net

New rules lower the bar for reporting aggressive tax-planning techniques

  • October 24, 2022 January 4, 2023
  • 09:00

Feds’ housing strategy runs headlong into market correction

Tax proposals such as the FHSA unlikely to address affordability issues, experts say

  • October 21, 2022 October 28, 2022
  • 14:00