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politics
Ottawa losing about $23-billion a year in uncollected taxes: CRA
The Canada Revenue Agency (CRA) headquarters Connaught Building is pictured in Ottawa on Monday, Aug. 17, 2020. THE CANADIAN PRESS/Sean Kilpatrick
advisor news
What to consider when leaving Canada to live or work in another country
Mother and son at airport boarding terminal looking out window at airplane. Family travel and adventure.
investor newsletter
How to measure your losses in stocks and housing so you don’t drive yourself nuts. Plus, will higher interest rates kill dividend stocks?
The Toronto Stock Exchange (TSX) on Bay Street is shown in this March 23, 2009 photo.
advisor news
The top reasons why the CRA may review or audit tax returns
A person looks at a Canada Revenue Agency homepage in Montreal, Sunday, August 16, 2020. The federal taxpayers' watchdog says complaints to his office spiked in the hours after he went public with concerns about how the Canada Revenue Agency locked users out of their online accounts. THE CANADIAN PRESS/Graham Hughes
advisor mutual funds
Debate grows over two pension plans for business owners and whether they’re truly different
Your retirement savings process needs to reflect where you are in life.
advisor news
How to tackle paying a big tax bill to the CRA
Worried mature man checking his domestic bills at home, he is concerned and reading his financial statements
politics
Conservatives, NDP call on CRA Commissioner to explain allegations of wrongdoing at global tax division
The Canada Revenue Agency (CRA) headquarters Connaught Building is pictured in Ottawa on Monday, Aug. 17, 2020. THE CANADIAN PRESS/Sean Kilpatrick
advisor news
How to make the best use of tax refunds as inflation and interest rates rise
According to 2015 Canada Revenue Agency statistics, nearly 58 per cent of individual taxpayers received refunds after filing their tax returns. The average tax refund was $1,645.
globe advisor weekly newsletter
Why now’s the time to take advantage of prescribed-rate loans for income-splitting
African woman holding in hand paper bills bank receipt using calculator on table calculate debt loan tax cost to pay manage finances concept doing accounting paperwork budget analysis, close up view
globe investor
Seniors are busting out their travel bucket lists, how the Tragically Hip’s final concert inspired an expat to retire early and tax tips for dual Canadian-U.S. citizens
Elizabeth Forsythe, who plans to travel to Florida in May, poses for a portrait at her home in Waterford, NB, on February 12, 2020. Chris Donovan/The Globe and Mail
politics
Staff in Canada Revenue Agency unit complain of bullying and harassment, report finds
The Canada Revenue Agency (CRA) headquarters Connaught Building is pictured in Ottawa on Monday, Aug. 17, 2020. THE CANADIAN PRESS/Sean Kilpatrick
your practice
Key strategies from some of Canada’s top advisors for this tax season
Advisor showing different options to the clients
canada
Government data suggests First Nations hit more often with CERB repayment letters
The Canada Revenue Agency (CRA) headquarters Connaught Building is pictured in Ottawa on Monday, Aug. 17, 2020. THE CANADIAN PRESS/Sean Kilpatrick
globe advisor weekly newsletter
Advisors need to stop looking at ESG like it’s a ‘stamp of approval,’ says SRI pioneer
A wind farm is shown near Pincher Creek, Alta., Wednesday, March 9, 2016. Several startups in the financial technology sector have unveiled products or services in recent months that attempt to court millennials by appealing to their sense of social responsibility. Online investment adviser WealthSimple launched a socially responsible portfolio about three months ago, and since then roughly 10 per cent of the robo-adviser's clients have signed up for that option, says founder and CEO Michael Katchen. "Socially responsible portfolios really try and avoid investing in companies that don't have a good environmental, social or corporate governance record," says Isaac Schweigert, a portfolio manager and chief compliance officer at ModernAdvisor. THE CANADIAN PRESS/Jeff McIntosh
advisor mutual funds
Why the CRA wants a closer look at investments held in RRSPs
Close up of a glass jar with coins and Canadian currency with the label RRSP on a white background with natural shadows. See also
advisor news
How separation, divorce and death can affect tax planning for clients
Wife And Husband Splitting House And Car During Divorce Process
canada
Muslim charity seeks court shutdown of federal audit, alleging systemic Islamophobia
A sign outside the Canada Revenue Agency is seen Monday May 10, 2021 in Ottawa. Canada's largest grassroots Muslim organization is asking a court to halt a federal audit of its activities as a registered charity, alleging the probe is discriminatory and violates its charter rights. THE CANADIAN PRESS/Adrian Wyld
advisor news
Who pays taxes on investment income when children invest?
Parents doing home finances and talking to teenager son
report on business
Iristel sues CRA for $275-million over GST tax battle
A sign outside the Canada Revenue Agency is seen Monday May 10, 2021 in Ottawa. THE CANADIAN PRESS/Adrian Wyld
opinion
Correcting an imbalance in Canada’s tax system
Michael Goldberg
advisor news
How advisors can help gig economy workers avoid costly missteps this tax season
A DoorDash food delivery worker in downtown Toronto checks his mobile phone, on Jan 23 2020. Fred Lum/The Globe and Mail
report on business
Fallout from 2021 CERB hack continues to affect taxpayers, CRA
Chris Chezepock poses for a photograph at there home in Toronto on Thursday, March 18, 2021. Tijana Martin/ The Globe and Mail
advisor news
How women small business owners can fund their retirement without taking on debt
ROYALTY-FREE -- ISTOCKPHOTO. Image of four successful businesswomen interacting at meeting
globe advisor weekly newsletter
IIAC to put a priority on lobbying for the reduction of duplicate regulation
desperate woman behind high stacks of ring binders and lots of papers are flying around in the office, concept of excessive demands and increasing work in business, selected focus, motion blur
globe investor
RRSP 101: What to know about saving for retirement in Canada
Saving for a happy, comfortable retirement is one of the most common goals of personal financial planning for Canadians. Here's how RRSPs work and how you can pick the savings plan that works for you.
carrick on money
This is how much you should expect to spend on home maintenance
Rob Carrick
advisor mutual funds
How uncertainty over cryptocurrency tax rules can impact portfolios
FILE PHOTO: A representation of the virtual cryptocurrency Bitcoin is seen in this picture illustration taken October 19, 2021. REUTERS/Edgar Su//File Photo
tax matters
When it comes to getting tax help, consider all your options
Tim Cestnick
your practice
How tax-savvy are clients when it comes to DIY investing?
Side, low angle shot of one man working on PC from home office due to coronavirus prevention measures.
your practice
What to watch out for when filing taxes in the U.S. and Canada
File Number: 1283801 File your Taxes at tax time - Income Tax form and Canadian coins. Credit: Melissa King / iStockphoto (Royalty-Free)
investor clinic
You don’t need perfect timing to build wealth with dividends
For Investor Clinic column in Globe Investor/ROB only.
portfolio strategy
How do your TFSA contributions compare to other Canadians your age?
Rob Carrick
personal finance
Another ‘unique’ tax-filing season opens amid pandemic challenges: CRA
A sign outside the Canada Revenue Agency is seen Monday May 10, 2021 in Ottawa. THE CANADIAN PRESS/Adrian Wyld
investor clinic
Heinzl’s mailbag: No, you don’t have to ‘cash out’ stocks for a RRIF withdrawal
For Investor Clinic column in Globe Investor/ROB only.
canada
CRA to send out new round of letters checking eligibility from CERB recipients
The Canada Revenue Agency sign outside the National Headquarters at the Connaught Building in Ottawa is seen on Monday, March 1, 2021. The Canada Revenue Agency is sending out a new round of letters to emergency aid recipients to verify they were eligible for the help.THE CANADIAN PRESS/Justin Tang
investor clinic
Here’s when the annual TFSA contribution limit is likely to rise (and answers to other tax-free savings account questions)
For Investor Clinic column in Globe Investor/ROB only.