Rudy Mezzetta

Rudy is a senior reporter for and its sister publication, Investment Executive. He has been reporting on tax, estate planning, industry news and more since 2005. Reach him at

Canadian Western Bank plants flag in Toronto’s financial district

Edmonton-based firm looks to draw business-owner clients from the big banks

By Rudy Mezzetta |January 29, 2024

1 min read


Payment deadline nears for prescribed-rate loans

Failing to pay this interest can unwind the income-splitting strategy associated with the loan

By Rudy Mezzetta |January 22, 2024

1 min read

Want to remove an executor? The bar is high

Communication is key to preventing contentious estate administration

By Rudy Mezzetta |January 19, 2024

1 min read

More employees will be asking companies for home office expense tax forms this year

The CRA is no longer offering the flat-rate method to claim employment expenses for 2023

By Rudy Mezzetta |January 12, 2024

1 min read

Industry asks feds to extend UHT filing exemption

Proposed exemption from filing the underused housing tax return would only apply for 2023 onward, not 2022

By Rudy Mezzetta |January 4, 2024

1 min read

Key tax measures that took effect Jan. 1

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

1 min read

CRA has assessed $30M in underused housing tax to date

Fewer than 2% of UHT returns have involved tax owing

By Rudy Mezzetta |December 20, 2023

1 min read

Feds make two key changes to family business transfer rules 

Bill C-59 addresses issues flagged in the draft legislation

By Rudy Mezzetta |December 7, 2023

1 min read


What to know about making year-end donations

In certain cases, the total federal-provincial tax credit can represent more than half of the gift amount

By Rudy Mezzetta |December 5, 2023

1 min read

CRA provides temporary relief for bare trusts under expanded reporting regime

Many clients will have a reporting obligation and not know it

By Rudy Mezzetta |December 1, 2023

1 min read

Lifetime capital gains exemption to top $1M in 2024

Starting next year, LCGE on sale of small biz shares and farm or fishing property will match

By Rudy Mezzetta |December 1, 2023

1 min read

Filing the deceased’s income tax return

For executors, the deceased’s tax history can be an issue

By Rudy Mezzetta |November 29, 2023

1 min read

CRA announces prescribed rate for Q1 2024

Agency confirms the interest rate Canadians must pay on overdue tax will rise to 10%

By Rudy Mezzetta |November 24, 2023

1 min read

TFSA limit rises to $7,000 for 2024, officially

Inflation has increased available contribution room for the TFSA

By Rudy Mezzetta |November 23, 2023

1 min read

Feds propose underused housing tax relief

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

1 min read

CRA extends UHT return filing deadline until April

The second extension was announced on Tuesday afternoon

By Rudy Mezzetta |October 31, 2023

1 min read

Funeral arrangements and disposing of remains: the executor’s role

Executors should make decisions appropriate to the size of the estate

By Rudy Mezzetta |October 27, 2023

1 min read

CRA to charge 10% interest on tax owing

The prescribed rate is set to rise in Q1 2024

By Rudy Mezzetta |October 25, 2023

1 min read

Inflation to trigger another rise in TFSA limit

Next year’s contribution amount can be calculated using CPI data released Tuesday

By Rudy Mezzetta |October 17, 2023

1 min read


Tips for executors when dealing with banks

What executors need to know, from the death certificate to establishing the estate account

By Rudy Mezzetta |October 11, 2023

1 min read