Useful Links & Forms
tax tips & traps
Personal tax checklist
Personal Records Organizer
Our Estate Planner is designed to help you organize your important personal and financial information all in one convenient place. This is a great way to provide quick reference to important documents, financial assets and commitments, passwords and even social media accounts.
This convenient tool alleviates stress while supporting Executors and families in settling estates and financial planning after the passing of a loved one.
Estates / Trusts
Effective 2023, there are new rules requiring that more trusts and estates file tax returns. These changes will catch many individuals and businesses that may not be aware of their trust-like relationships, exposing them to potential penalties and other consequences for non-compliance. Click the link for more details and to see if you might be affected by new and expanded trust reporting rules.
Canada REvenue Agency (CRA)
The CRA is responsible for the administration of tax laws for the government of Canada, and for most provinces and territories.
Finance Canada
The federal Department of Finance is responsible for the development of federal fiscal policy, including laws affecting federal taxes, financial institutions and markets, and federal-provincial transfer payments.