Tax Strategies

FHSAs and the role of spouses

Help clients get the maximum benefit from these accounts

By Wilmot George |October 10, 2023

6 min read

RESPs and blended families

A client scenario illustrates pitfalls to avoid with proper planning

By Matt Trotta |August 30, 2023

5 min read

Canadians still underusing TFSAs

Accountholders' unused TFSA contribution room exceeded the market value of their plans at almost all income levels

By Rudy Mezzetta |July 20, 2023

2 min read

Understanding the underused housing tax

If your client is an affected owner, they must file a UHT return by Oct. 31 to avoid penalties

By Frank Di Pietro |May 15, 2023

4 min read