In this special feature: Reporting rules for foreign property; helping your clients manage capital gains and losses; getting more from RESPs; claiming medical expenses; and much more from the Mid-October 2014 issue of Investment Executive.
October 14, 2014The Department of Finance Canada has proposed revisions to the tax rules that limit how much clients can hold in the cash portion of their policies without paying taxes. Many universal life policies will have their accumulation room reduced
Now is a good time to review strategies - such as those involving charitable donations and TFSAs - that are affected by the end of the calendar year
Recent stock market growth has probably resulted in capital gains for many of your clients. Knowing how best to deal with the tax consequences of realizing those gains - as well as capital losses - can reduce the tax hit
American taxpayers who own Canadian investment funds may be subject to U.S. taxes
T1135 is more than just a form. The new rules for reporting more details about foreign property are inconvenient, but must be taken seriously
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
