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advisor news
Five mistakes self-employed people make when filing their taxes
Given the proposed tax changes, and the fact that Dec. 31 is approaching, here is a list of tips to consider before the year’s end that could make life less taxing if you’re a business owner.
advisor news
What to consider when filing taxes yourself versus getting the help of a professional
Close-up on hanging files labelled Taxes in filing cabinet.
cost of living
Four tips for filing your taxes at the last minute
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
cost of living
Five types of people who should consider hiring an accountant for taxes
The calculators, business owners, accounting and technology, business, computer, laptop, calculator and documents in the office. / Blur Focus
report on business
The complete guide to saving money on your taxes in 2023
personal finance
New to investing? Here’s what you need to know about filing your taxes
featured reports
Stress Test transcript: Tips to make the most of your tax return this season
Introducing a new podcast from The Globe and Mail that delves into the topics impacting the wallets of Canadians between the ages of 20 and 40.
taxes
Nine of the biggest tax mistakes people make
opinion
Yes, you should pay the Canada Revenue Agency for day trading in tax-free savings accounts
David Rotfleisch
report on business
Investors who day trade inside TFSAs to face tax bills after ruling
The Canada Revenue Agency (CRA) headquarters Connaught Building is pictured in Ottawa on Monday, Aug. 17, 2020. The Canada Revenue Agency (CRA) has filed an unfair labour practices complaint against the union representing taxation employees, claiming it is not bargaining in good faith. THE CANADIAN PRESS/Sean Kilpatrick
podcast
Taxes 101: Tips to make the most of your return this season
Podcast
Introducing a new podcast from The Globe and Mail that delves into the topics impacting the wallets of Canadians between the ages of 20 and 40.
opinion
Why parents should try to find the money for an RRSP contribution, even in these expensive times
Rob Carrick
tax matters
Six tips to help you file your tax return properly
Tim Cestnick
carrick on money
How Air Miles tanked its customer loyalty franchise, and why members should burn off their points pronto
Rob Carrick
your practice
Globe Advisor’s Best of 2022: Top tax planning strategies
Canadian Taxes
advisor news
How post-secondary students and their families can save on taxes
Indoor picture of young European female sitting at home at table reading data in sheets of paper with pencil in order to figure out something important and check it, feeling relaxed and confident
globe advisor weekly newsletter
IRS funding boost could result in ‘greater crackdown’ on taxes for U.S. citizens abroad
FILE - In this Aug. 30, 2018, file photo, a new citizens holds an American flag and passport during a naturalization ceremony at the U.S. Citizenship and Immigration Services Kendall Field Office in Miami. A growing number of Americans say immigration should remain the same or be increased since the Trump administration ramped up immigration enforcement. That's according to the General Social Survey, which has also found a growing partisan divide on the topic. The poll shows 34 percent of Americans want immigration to be reduced, down from 41 percent in 2016. It's the first time since the question was asked in 2004 that more Americans want immigration levels to stay the same than to be reduced. (AP Photo/Wilfredo Lee, File)
opinion
When TFSAs make sense for Americans living in Canada
Jason Pereira
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.
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
globe advisor weekly newsletter
Changes to key tax credits and RRSP contributions to keep in mind this tax-filing season
Close-up on hanging files labelled Taxes in filing cabinet.
opinion
Correcting an imbalance in Canada’s tax system
Michael Goldberg
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.
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.
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
carrick on money
Have you answered the ‘what happens to my family if I die suddenly’ question?
Rob Carrick
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.
your practice
You know a financial plan covers more than investments – but do your clients?
A digital tablet tests on top of various documents pertaining to financial subjects such as life insurance.
tax matters
Set a goal this year of updating your estate plan
Tim Cestnick
your practice
What advisors need to consider when clients move to another province
overhead view of couple sitting on floor together using computer wireless internet while moving into new home
globe investor
The smart way to say no to adult kids who ask for money, a question about the principal residence exemption and reasons you may not want to retire in Florida
Mature woman checking receipts and making calculations when her adult son paying bills and mortgage loan payment online
taxes
Scotiabank’s $7.9-million tax riddle
The Canada Revenue Agency (CRA) headquarters Connaught Building is pictured in Ottawa on Monday, Aug. 17, 2020. A Muslim charity is asking a court to freeze a federal suspension, which prohibits it from issuing tax receipts, while a challenge of the penalty plays out. THE CANADIAN PRESS/Sean Kilpatrick
q&a
Success is all academic for Canada’s top advisor
JAY SMITH
advisor news
Having an executor or beneficiary in another country could have major tax implications
Close up of a Family Estate planning document with writing hand