Tax Resources
Access exclusive tax insights, practical guides, and expert analysis to enhance your professional practice and stay ahead of the latest developments.
Featured
Cross-Border Gifts: Canada to U.S.
Navigate the complexities of cross-border gifting between Canada and the U.S., including reporting requirements, tax implications, and compliance considerations for your clients. This comprehensive guide covers common scenarios, documentation requirements, and strategies to ensure compliance with both Canadian and U.S. tax authorities.
View Guide →Tax Trend
Changes to Voluntary Disclosures Program
Stay informed on the latest updates to the CRA's Voluntary Disclosures Program, including new eligibility criteria, compliance requirements, and strategic considerations.
View →
Digital Economy Tax Developments
Explore how recent changes to digital services taxation are affecting Canadian businesses, including GST/HST implications and international compliance obligations.
View →
Trust Reporting Requirements
Understand the new beneficial ownership reporting requirements for trusts and the implications for trustees, advisors, and beneficiaries.
View →
CRA Audit Trends 2026
Insights into current CRA audit priorities, common triggers, and best practices for managing audit risk in your practice.
View →
Small Business Tax Changes
Review key changes affecting small business deductions, passive income rules, and corporate tax planning strategies.
View →
International Tax Developments
Key updates on transfer pricing documentation, foreign affiliate rules, and cross-border planning considerations.
View →Tax Resources
Principal Residence Exemption Planning
Comprehensive strategies for maximizing the principal residence exemption, including change-in-use rules and planning for multiple properties.
View →
Corporate Reorganization Checklist
Step-by-step guide for planning and executing corporate reorganizations, including due diligence and documentation requirements.
View →
Estate Freeze Documentation
Professional templates and sample documents for implementing estate freezes, including share reorganizations and family trust structures.
View →
Taxation of Divorce and Separation
Navigate the tax implications of marital breakdown, including property transfers, support payments, and pension splitting.
View →
Capital Gains Strategies
Advanced planning techniques for managing capital gains, including timing considerations and use of capital losses.
View →
Stock Option Planning
Understand the tax treatment of employee stock options, including timing strategies and planning for liquidity events.
View →