News and resources for Canada's top financial advisors
Est. 1998
Rudy is a senior reporter for Advisor.ca and its sister publication, Investment Executive. He has been reporting on tax, estate planning, industry news and more since 2005. Reach him at rudy@newcom.ca.
Industry
Edmonton-based firm looks to draw business-owner clients from the big banks
By Rudy Mezzetta |January 29, 2024
1 min read
Tax
Failing to pay this interest can unwind the income-splitting strategy associated with the loan
By Rudy Mezzetta |January 22, 2024
Estate Planning
Communication is key to preventing contentious estate administration
By Rudy Mezzetta |January 19, 2024
Tax News
The CRA is no longer offering the flat-rate method to claim employment expenses for 2023
By Rudy Mezzetta |January 12, 2024
Proposed exemption from filing the underused housing tax return would only apply for 2023 onward, not 2022
By Rudy Mezzetta |January 4, 2024
Tax on share buybacks, new family biz transfer rules and employee ownership trusts became effective New Year's Day
By Rudy Mezzetta |January 2, 2024
Fewer than 2% of UHT returns have involved tax owing
By Rudy Mezzetta |December 20, 2023
Bill C-59 addresses issues flagged in the draft legislation
By Rudy Mezzetta |December 7, 2023
In certain cases, the total federal-provincial tax credit can represent more than half of the gift amount
By Rudy Mezzetta |December 5, 2023
Many clients will have a reporting obligation and not know it
By Rudy Mezzetta |December 1, 2023
Starting next year, LCGE on sale of small biz shares and farm or fishing property will match
For executors, the deceased’s tax history can be an issue
By Rudy Mezzetta |November 29, 2023
Agency confirms the interest rate Canadians must pay on overdue tax will rise to 10%
By Rudy Mezzetta |November 24, 2023
Inflation has increased available contribution room for the TFSA
By Rudy Mezzetta |November 23, 2023
Changes would mean more owners of residential property are excluded from the UHT filing requirement, and reduced penalties for failing to file
By Rudy Mezzetta |November 21, 2023
The second extension was announced on Tuesday afternoon
By Rudy Mezzetta |October 31, 2023
Executors should make decisions appropriate to the size of the estate
By Rudy Mezzetta |October 27, 2023
The prescribed rate is set to rise in Q1 2024
By Rudy Mezzetta |October 25, 2023
Next year’s contribution amount can be calculated using CPI data released Tuesday
By Rudy Mezzetta |October 17, 2023
What executors need to know, from the death certificate to establishing the estate account
By Rudy Mezzetta |October 11, 2023
Planning and Advice
November 28, 2023|4 min read
December 15, 2023|2 min read
October 25, 2023|3 min read
December 20, 2023|3 min read
October 23, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
December 15, 2023|3 min read
September 15, 2023|3 min read
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